inv grd crp bd shares owned by Peak Financial Management
Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in inv grd crp bd
Tip: Access up to 7 years of quarterly data
All positions including inv grd crp bd held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in inv grd crp bd by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 2.8k | 98.62 |
| 2025-06-30 | $270k | 2.8k | 97.31 |
| 2025-03-31 | $289k | 3.0k | 96.77 |
| 2024-12-31 | $284k | 3.0k | 95.10 |
| 2024-09-30 | $297k | 3.0k | 99.45 |
| 2024-06-30 | $284k | 3.0k | 95.07 |
| 2018-09-30 | $437k | 4.3k | 100.69 |
| 2018-06-30 | $499k | 5.0k | 100.30 |
| 2018-03-31 | $519k | 5.1k | 102.37 |
| 2017-12-31 | $517k | 4.9k | 105.62 |
| 2017-09-30 | $492k | 4.7k | 105.35 |
| 2017-06-30 | $496k | 4.7k | 105.20 |
| 2017-03-31 | $449k | 4.4k | 102.98 |
| 2016-12-31 | $440k | 4.3k | 102.21 |