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inv grd crp bd shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia 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 Sequoia 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 69k 98.62
2025-06-30 $243k 2.5k 97.31
2025-03-31 $271k 2.8k 96.77
2024-12-31 $261k 2.7k 95.10
2024-09-30 $357k 3.6k 99.45
2024-06-30 $362k 3.8k 95.07
2024-03-31 $7.1M 74k 96.05
2023-12-31 $7.3M 75k 97.26
2023-09-30 $7.1M 78k 91.12
2023-06-30 $7.8M 82k 94.85
2023-03-31 $8.6M 89k 96.20
2022-12-31 $8.8M 94k 93.00
2022-09-30 $9.3M 102k 91.23
2022-06-30 $11M 115k 96.38
2022-03-31 $13M 124k 104.14
2021-12-31 $14M 128k 112.84
2021-09-30 $4.7M 41k 113.57
2021-06-30 $15M 133k 114.48
2021-03-31 $14M 129k 111.41
2020-12-31 $15M 126k 117.08
2020-09-30 $15M 126k 114.66
2020-06-30 $0 0 0.00
2020-03-31 $12M 115k 105.86
2019-12-31 $11M 103k 109.96
2019-09-30 $10M 91k 109.71
2019-06-30 $8.5M 79k 107.45
2019-03-31 $6.2M 59k 103.74
2018-12-31 $5.0M 50k 99.04
2018-09-30 $4.4M 44k 100.59
2018-06-30 $4.1M 41k 100.33
2018-03-31 $4.0M 39k 102.27
2017-12-31 $1.9M 18k 105.67
2017-09-30 $1.8M 18k 105.37
2017-06-30 $1.9M 18k 105.09
2017-03-31 $2.8M 27k 103.02
2016-12-31 $1.9M 19k 102.28
2016-09-30 $1.9M 18k 106.75

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Ccm Global Equit (CCMG)
Ishares Tr Core Msci Total (IXUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Sequoia Financial Advisors

Top funds holding inv grd crp bd

LPL Financial
CWM
Morgan Stanley
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

View all funds holding inv grd crp bd