inv grd crp bd shares owned by Capital Planning
Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in inv grd crp bd
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All positions including inv grd crp bd held by Capital 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 Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $323k | 3.3k | 96.77 |
| 2023-12-31 | $299k | 3.1k | 97.61 |
| 2023-09-30 | $949k | 10k | 91.12 |
| 2023-06-30 | $312k | 3.3k | 94.85 |
| 2022-12-31 | $2.1M | 22k | 93.33 |
| 2021-12-31 | $1.0M | 9.3k | 113.09 |
| 2021-09-30 | $905k | 8.0k | 113.58 |
| 2021-06-30 | $820k | 7.2k | 114.54 |
| 2020-12-31 | $471k | 4.0k | 117.28 |