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inv grd crp bd shares owned by True North Advisors

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by True North Advisors from 13F filings

Historical chart of True North Advisors investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in inv grd crp bd by True North Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 53k 97.85
2025-06-30 $7.2M 74k 97.31
2025-03-31 $11M 116k 96.77

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Apple (AAPL)
Lennox International (LII)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Platforms Cl A (META)
Bank of America Corporation (BAC)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for True North Advisors

Top funds holding inv grd crp bd

LPL Financial
CWM
RAM Investment Partners
Resources Investment Advisors
Allianz Asset Management
Mokosak Advisory Group
Vickerman Investment Advisors
UBS Group
XML Financial
Goss Wealth Management
Bank of Nova Scotia
Gallagher Fiduciary Advisors
Novem Group
Migdal Insurance & Financial Holdings
Modern Wealth Management

View all funds holding inv grd crp bd