Advisor Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Advisor Group’s Portfolio CORP Stock Details CORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.07M	Sell	9,708 -257	-3%	-$28.2K	0.01%	1149
2019 Q3	$1.09M	Buy	9,965 +4,511	+83%	+$490K	0.01%	1090
2019 Q2	$586K	Sell	5,454 -922	-14%	-$96.3K	﹤0.01%	1515
2019 Q1	$662K	Buy	6,376 +750	+13%	+$75.9K	0.01%	1396
2018 Q4	$557K	Buy	5,626 +99	+2%	+$9.78K	0.01%	1327
2018 Q3	$557K	Buy	5,527 +2,388	+76%	+$241K	0.01%	1391
2018 Q2	$315K	Sell	3,139 -133	-4%	-$13.4K	﹤0.01%	1648
2018 Q1	$335K	Buy	3,272 +1,311	+67%	+$135K	﹤0.01%	1605
2017 Q4	$208K	Sell	1,961 -50	-2%	-$5.27K	﹤0.01%	1972
2017 Q3	$212K	Buy	2,011 +702	+54%	+$74K	﹤0.01%	1807
2017 Q2	$138K	Buy	1,309 +74	+6%	+$7.72K	﹤0.01%	2056
2017 Q1	$127K	Buy	1,235 +313	+34%	+$32.1K	﹤0.01%	2004
2016 Q4	$94K	Sell	922 -420	-31%	-$43.5K	﹤0.01%	2104
2016 Q3	$144K	Buy	1,342 +565	+73%	+$60.3K	﹤0.01%	1753
2016 Q2	$81K	Buy	+777	New	+$81K	﹤0.01%	2069

Other funds holding CORP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's CORP Position: Q4 2019 in Review

Advisor Group reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 2.6% in Q4 2019, selling an estimated $28.2K and leaving 9,708 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1149.

Advisor Group first reported a position in CORP in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2019. 130 funds tracked by Wall St. Rank hold CORP as of Q4 2019.

Advisor Group held 9,708 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.07M as of Q4 2019.
Advisor Group sold 257 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2019, an estimated $28.2K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1149 holding.
Advisor Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.09M in Q3 2019.
130 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.