AE Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Sell |
228
-4
| -2% | -$389 | ﹤0.01% | 1745 |
|
|
2025
Q1 | $22.5K | Hold |
232
| – | – | ﹤0.01% | 1719 |
|
|
2024
Q4 | $22.1K | Buy |
+232
| New | +$22.1K | ﹤0.01% | 1717 |
|
|
2021
Q1 | – | Sell |
-2,496
| Closed | -$292K | – | 1478 |
|
|
2020
Q4 | $292K | Buy |
2,496
+610
| +32% | +$71.4K | ﹤0.01% | 1150 |
|
|
2020
Q3 | $216K | Sell |
1,886
-324
| -15% | -$37.1K | ﹤0.01% | 1151 |
|
|
2020
Q2 | $253K | Sell |
2,210
-10,193
| -82% | -$1.17M | ﹤0.01% | 1080 |
|
|
2020
Q1 | $1.31M | Buy |
+12,403
| New | +$1.31M | 0.03% | 413 |
|