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inv grd crp bd shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in inv grd crp bd by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 2.3k 94.85

More positions owned by Triad Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Apple (AAPL)
Spdr Series Trust St Sho Treas Etf (SPTS)
Blackrock Etf Trust Isha I In Te Etf (BAI)
First Tr Exchange-traded Vest Laddered (ACYN)
Global X Fds Defense Tech Etf (SHLD)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Triad Wealth Partners

Top funds holding inv grd crp bd

Bank of America Corporation
LPL Financial
CWM
Morgan Stanley
RAM Investment Partners
Resources Investment Advisors
Allianz Asset Management
Mokosak Advisory Group
Goss Wealth Management
UBS Group
XML Financial
Novem Group
Gallagher Fiduciary Advisors
McAdam
RFG Advisory

View all funds holding inv grd crp bd