inv grd crp bd shares owned by KWB Wealth
Historical chart of KWB Wealth investment in inv grd crp bd
Tip: Access up to 7 years of quarterly data
All positions including inv grd crp bd held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in inv grd crp bd by KWB Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $322k | 3.4k | 96.04 |
2023-12-31 | $413k | 4.2k | 97.27 |
2023-09-30 | $419k | 4.4k | 94.84 |
2023-06-30 | $458k | 4.8k | 94.85 |