Aspire Private Capital’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Aspire Private Capital’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 Q3	–	Sell	-407	Closed	-$38.7K	–	690
2024 Q2	$38.7K	Buy	407 +1	+0.2%	+$95	0.01%	254
2024 Q1	$39K	Hold	406	–	–	0.01%	254
2023 Q4	$39.5K	Hold	406	–	–	0.01%	247
2023 Q3	$37K	Hold	406	–	–	0.01%	242
2023 Q2	$38.5K	Buy	+406	New	+$38.7K	0.01%	233

Other funds holding CORP

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MAG

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

TCM

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

Aspire Private Capital's CORP Position: Q3 2024 in Review

Aspire Private Capital sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2024, closing a stake of 407 shares — an estimated $38.7K sold.

Aspire Private Capital first reported a position in CORP in Q2 2023 and held it in 5 quarters. The position peaked at $39.5K in Q4 2023. 158 funds tracked by Wall St. Rank hold CORP as of Q3 2024.

Aspire Private Capital reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Aspire Private Capital sold 407 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2024, an estimated $38.7K.
Aspire Private Capital first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2023 and held it in 5 quarters.
Aspire Private Capital's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $39.5K in Q4 2023.
158 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on Aspire Private Capital's 13F filing for Q3 2024, filed 25 Oct 2024.