UNITEDHEALTH GROU 5.3 30 DUE 02/15/30 CORPORATE BONDS

UNITEDHEALTH GROU 5.3 30 DUE 02/15/30 CORPORATE BONDS is a security (CUSIP 91324PEQ1) tracked across SEC portfolio filings. 2 institutional managers reported $16K on Form 13F as of 2026-06-30; 5 registered fund positions totaling $4.3M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

ManagerLocationValueShares
Financial Gravity Asset Management, Inc.Lakeway, TX$8K8,000
Financial Gravity Companies, Inc.Lakeway, TX$8K8,000

Top fund holders (N-PORT)

FundRegistrantValue% of fund
American Balanced FundAmerican Balanced Fund$3.0M0.11%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$900K0.15%
State Farm Balanced FundAdvisers Investment Trust$257K0.98%
MFS Corporate Bond PortfolioMFS VARIABLE INSURANCE TRUST II$142K11.30%
Invesco Bond FundInvesco Bond Fund$12K0.66%

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