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inv grd crp bd shares owned by Coastal Capital Group

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Coastal Capital Group from 13F filings

Historical chart of Coastal Capital Group investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in inv grd crp bd by Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $544k 5.7k 94.85
2023-03-31 $551k 5.7k 96.20
2019-09-30 $71k 650 109.23
2019-06-30 $70k 650 107.69

More positions owned by Coastal Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

Top funds holding inv grd crp bd

Bank of America Corporation
CWM
Migdal Insurance & Financial Holdings
LPL Financial
Allianz Asset Management
RAM Investment Partners
Resources Investment Advisors
Mokosak Advisory Group
Tradewinds Capital Management
UBS Group
XML Financial
P-Solve
Advisor Group Holdings
Royal Bank of Canada
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View all funds holding inv grd crp bd