Unique Wealth Strategies »

inv grd crp bd shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in inv grd crp bd by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $973k 10k 96.05
2024-03-31 $973k 10k 96.05

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding inv grd crp bd

Bank of America Corporation
CWM
Migdal Insurance & Financial Holdings
LPL Financial
Morgan Stanley
Allianz Asset Management
RAM Investment Partners
Resources Investment Advisors
Mokosak Advisory Group
Tradewinds Capital Management
XML Financial
Clear Rock Advisors
P-Solve
Advisor Group Holdings
Royal Bank of Canada

View all funds holding inv grd crp bd