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

Atticus Wealth Management’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
2025 Q1	–	Hold	0	–	–	–	510
2024 Q4	–	Hold	0	–	–	–	528
2024 Q2	–	Hold	0	–	–	–	533
2024 Q1	–	Hold	0	–	–	–	547
2023 Q4	–	Hold	0	–	–	–	561
2023 Q2	–	Hold	0	–	–	–	585
2023 Q1	–	Sell	-291	Closed	-$27.7K	–	544
2022 Q4	$27K	Buy	291 +191	+191%	+$17.6K	0.01%	303
2022 Q3	$10K	Hold	100	–	–	﹤0.01%	374
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	405
2022 Q1	$10K	Hold	100	–	–	﹤0.01%	404
2021 Q4	$11K	Hold	100	–	–	﹤0.01%	354
2021 Q3	$11K	Sell	100 -35	-26%	-$4.03K	﹤0.01%	339
2021 Q2	$15K	Sell	135 -21	-13%	-$2.37K	0.01%	306
2021 Q1	$17K	Sell	156 -20	-11%	-$2.27K	0.01%	279
2020 Q4	$21K	Hold	176	–	–	0.01%	258
2020 Q3	$20K	Sell	176 -1	-0.6%	-$116	0.01%	220
2020 Q2	$20K	Sell	177 -1,209	-87%	-$134K	0.01%	209
2020 Q1	$147K	Buy	+1,386	New	+$152K	0.12%	92

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

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

VIA

Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return

MAG

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

Atticus Wealth Management's CORP Position: Q1 2025 in Review

Atticus Wealth Management held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q1 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Atticus Wealth Management first reported a position in CORP in Q1 2020 and has held it in 12 quarters since. The position peaked at $147K in Q1 2020. 179 funds tracked by Wall St. Rank hold CORP as of Q1 2025.

Atticus Wealth Management held 0 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1 as of Q1 2025.
Atticus Wealth Management left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2025.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Atticus Wealth Management's portfolio in Q1 2025, its #510 holding.
Atticus Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2020 and has held it in 12 quarters since.
Atticus Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $147K in Q1 2020.
179 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.