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Alpha Financial Partners’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Alpha Financial Partners’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
2024
Q4 		– Sell
-3,566
Closed -$355K – 92
2024
Q3 		$355K Buy
+3,566
New +$348K 0.25% 69

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alpha Financial Partners's CORP Position: Q4 2024 in Review

Alpha Financial Partners sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2024, closing a stake of 3,566 shares — an estimated $355K sold.

Alpha Financial Partners first reported a position in CORP in Q3 2024 and held it in 1 quarter. The position peaked at $355K in Q3 2024. 178 funds tracked by Wall St. Rank hold CORP as of Q4 2024.

  • Alpha Financial Partners reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 3,566 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $355K.
  • Alpha Financial Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $355K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.