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inv grd crp bd shares owned by CFC Planning

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

Historical chart of CFC 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 CFC 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 CFC Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $997k 10k 97.31
2025-03-31 $1.2M 12k 96.77
2024-12-31 $2.4M 25k 95.10

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View all positions for CFC Planning

Top funds holding inv grd crp bd

LPL Financial
CWM
RAM Investment Partners
Allianz Asset Management
Resources Investment Advisors
Vickerman Investment Advisors
Mokosak Advisory Group
UBS Group
XML Financial
Goss Wealth Management
Bank of Nova Scotia
Great Valley Advisor Group
Novem Group
Modern Wealth Management
Migdal Insurance & Financial Holdings

View all funds holding inv grd crp bd