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

Altus Wealth 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
2024
Q2 		– Sell
-7,225
Closed -$694K – 134
2024
Q1 		$694K Sell
7,225
-9,592
-57% -$920K 0.35% 67
2023
Q4 		$1.64M Hold
16,817
– – 0.91% 24
2023
Q3 		$1.53M Buy
16,817
+350
+2% +$32.6K 0.97% 26
2023
Q2 		$1.56M Sell
16,467
-283
-2% -$26.9K 0.96% 24
2023
Q1 		$1.61M Buy
16,750
+10
+0.1% +$952 1.09% 20
2022
Q4 		$1.56M Buy
+16,740
New +$1.55M 1.18% 17

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Altus Wealth Group's CORP Position: Q2 2024 in Review

Altus Wealth Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2024, closing a stake of 7,225 shares — an estimated $694K sold.

Altus Wealth Group first reported a position in CORP in Q4 2022 and held it in 6 quarters. The position peaked at $1.64M in Q4 2023. 161 funds tracked by Wall St. Rank hold CORP as of Q2 2024.

  • Altus Wealth Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Altus Wealth Group sold 7,225 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2024, an estimated $694K.
  • Altus Wealth Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2022 and held it in 6 quarters.
  • Altus Wealth Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.64M in Q4 2023.
  • 161 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2024.

Based on Altus Wealth Group's 13F filing for Q2 2024, filed 5 Aug 2024.