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inv grd crp bd shares owned by Center for Financial Planning

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

Historical chart of Center for Financial Planning investment in inv grd crp bd

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All positions including inv grd crp bd held by Center for Financial 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 Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 143 99.58
2024-06-30 $14k 142 94.75
2024-03-31 $13k 140 95.94
2023-12-31 $14k 138 97.48
2023-09-30 $13k 137 90.96
2023-06-30 $13k 135 95.08
2023-03-31 $13k 134 96.16
2022-12-31 $12k 133 92.68
2022-09-30 $12k 131 91.60
2020-03-31 $1.0k 10 100.00

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Center for Financial Planning

Top funds holding inv grd crp bd

Bank of America Corporation
CWM
Migdal Insurance & Financial Holdings
LPL Financial
Morgan Stanley
Allianz Asset Management
RAM Investment Partners
Resources Investment Advisors
Mokosak Advisory Group
Tradewinds Capital Management
XML Financial
Clear Rock Advisors
P-Solve
Advisor Group Holdings
Royal Bank of Canada

View all funds holding inv grd crp bd