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inv grd crp bd shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in inv grd crp bd by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 15k 96.77
2020-06-30 $212k 1.9k 114.29
2020-03-31 $377k 3.6k 105.99
2019-12-31 $417k 3.8k 110.06
2019-09-30 $518k 4.7k 109.63
2019-06-30 $871k 8.1k 107.49
2019-03-31 $1.4M 14k 103.75
2018-12-31 $2.1M 21k 99.06
2018-09-30 $4.8M 47k 100.60
2018-06-30 $14M 136k 100.32
2018-03-31 $15M 146k 102.27
2017-12-31 $16M 152k 105.67
2017-09-30 $14M 135k 105.40
2017-06-30 $13M 126k 105.10
2017-03-31 $11M 110k 103.01
2016-12-31 $4.2M 41k 102.31