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inv grd crp bd shares owned by BFC Planning

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in inv grd crp bd by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $245k 2.5k 96.90
2026-03-31 $249k 2.6k 96.81
2025-12-31 $248k 2.5k 97.83

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Spdr Series Trust ST STR PR SP1500 (SPTM)
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View all positions for BFC Planning

Top funds holding inv grd crp bd

Bank of America Corporation
LPL Financial
RAM Investment Partners
Resources Investment Advisors
Allianz Asset Management
Mokosak Advisory Group
Goss Wealth Management
UBS Group
Wealth Enhancement Advisory Services
XML Financial
Novem Group
Gallagher Fiduciary Advisors
McAdam
RFG Advisory
Cetera Investment Advisers

View all funds holding inv grd crp bd