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inv grd crp bd shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

All positions including inv grd crp bd held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in inv grd crp bd by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $556k 5.7k 97.26
2023-09-30 $496k 5.4k 91.12
2023-06-30 $786k 8.3k 94.85
2023-03-31 $8.8M 92k 96.20
2022-12-31 $7.4M 80k 93.00

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding inv grd crp bd

Bank of America Corporation
CWM
Allianz Asset Management
Migdal Insurance & Financial Holdings
RAM Investment Partners
Mokosak Advisory Group
Advisor Group Holdings
UBS Group
Clear Rock Advisors
P-Solve
Jane Street
Royal Bank of Canada
Cornerstone Wealth Management
Wells Fargo & Company
McAdam

View all funds holding inv grd crp bd