inv grd crp bd shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in inv grd crp bd
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Quarterly reported holdings in inv grd crp bd by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $716k | 7.3k | 98.62 |
| 2025-06-30 | $719k | 7.4k | 97.31 |
| 2025-03-31 | $715k | 7.4k | 96.77 |
| 2024-12-31 | $703k | 7.4k | 95.10 |
| 2024-09-30 | $818k | 8.2k | 99.45 |
| 2024-06-30 | $830k | 8.7k | 95.07 |
| 2024-03-31 | $3.8M | 40k | 96.05 |
| 2023-12-31 | $4.3M | 44k | 97.26 |
| 2023-09-30 | $4.4M | 48k | 91.12 |
| 2023-06-30 | $4.8M | 51k | 93.92 |
| 2023-03-31 | $5.2M | 54k | 96.20 |
| 2022-12-31 | $5.7M | 61k | 93.00 |
| 2022-09-30 | $5.7M | 62k | 91.23 |
| 2022-06-30 | $6.0M | 62k | 96.37 |
| 2022-03-31 | $6.8M | 65k | 104.13 |
| 2021-12-31 | $7.3M | 65k | 112.85 |
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