inv grd crp bd shares owned by BCS Wealth Management
Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in inv grd crp bd
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Quarterly reported holdings in inv grd crp bd by BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $219k | 2.3k | 96.65 |
| 2024-12-31 | $280k | 2.9k | 95.27 |
| 2024-09-30 | $272k | 2.7k | 99.42 |
| 2024-06-30 | $272k | 2.9k | 94.94 |
| 2024-03-31 | $275k | 2.9k | 96.02 |
| 2023-12-31 | $282k | 2.9k | 97.11 |
| 2023-09-30 | $254k | 2.8k | 90.94 |
| 2023-06-30 | $250k | 2.6k | 94.91 |
| 2023-03-31 | $271k | 2.8k | 96.13 |
| 2022-12-31 | $1.6M | 17k | 93.01 |
| 2022-09-30 | $1.5M | 17k | 91.24 |
| 2022-06-30 | $1.6M | 17k | 96.39 |
| 2022-03-31 | $1.8M | 17k | 104.14 |
| 2021-12-31 | $2.0M | 18k | 112.87 |
| 2021-09-30 | $2.0M | 18k | 113.59 |
| 2021-06-30 | $2.0M | 18k | 114.46 |
| 2021-03-31 | $2.0M | 18k | 111.43 |
| 2020-12-31 | $2.0M | 18k | 117.08 |
| 2020-09-30 | $2.0M | 18k | 114.68 |
| 2020-06-30 | $2.0M | 18k | 114.25 |
| 2020-03-31 | $1.9M | 18k | 105.85 |
| 2019-12-31 | $1.8M | 17k | 109.97 |