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 csv
Download as Excel
Quarterly reported holdings in inv grd crp bd by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.7M | 17k | 96.90 |
| 2026-03-31 | $1.6M | 17k | 96.80 |
| 2025-12-31 | $1.5M | 15k | 97.85 |
| 2025-09-30 | $1.5M | 15k | 98.62 |
| 2025-06-30 | $1.6M | 16k | 97.31 |
| 2025-03-31 | $1.5M | 16k | 96.77 |
| 2024-12-31 | $1.4M | 15k | 95.10 |
| 2024-09-30 | $1.4M | 15k | 99.45 |
| 2024-06-30 | $973k | 10k | 96.05 |
| 2024-03-31 | $973k | 10k | 96.05 |