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inv grd crp bd shares owned by Summit Financial

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

All positions including inv grd crp bd held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in inv grd crp bd by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 29k 98.62
2025-06-30 $2.7M 28k 97.31
2025-03-31 $2.8M 29k 96.77

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View all positions for Summit Financial

Top funds holding inv grd crp bd

LPL Financial
CWM
Morgan Stanley
RAM Investment Partners
Allianz Asset Management
Resources Investment Advisors
Vickerman Investment Advisors
Mokosak Advisory Group
UBS Group
XML Financial
Goss Wealth Management
Bank of Nova Scotia
Great Valley Advisor Group
Novem Group
Modern Wealth Management

View all funds holding inv grd crp bd