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inv grd crp bd shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in inv grd crp bd by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $460k 4.7k 97.85
2022-06-30 $33k 345 95.65
2022-03-31 $36k 345 104.35
2021-12-31 $45k 395 113.92
2021-09-30 $45k 395 113.92
2021-06-30 $45k 395 113.92
2021-03-31 $44k 395 111.39
2020-12-31 $46k 395 116.46
2020-09-30 $45k 395 113.92
2020-06-30 $40k 345 115.94
2019-09-30 $38k 345 110.14

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Small-cap Etf Etf (VB)
Ishares Core Msci Emerging Market Etf Etf (IEMG)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding inv grd crp bd

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

View all funds holding inv grd crp bd