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

Avior 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	–	Sell	-156	Closed	-$14.8K	–	1064
2024 Q4	$14.8K	Hold	156	–	–	﹤0.01%	1497
2024 Q3	$15.5K	Sell	156 -43	-22%	-$4.2K	﹤0.01%	1427
2024 Q2	$18.9K	Hold	199	–	–	﹤0.01%	1361
2024 Q1	$19.1K	Buy	199 +76	+62%	+$7.29K	﹤0.01%	1625
2023 Q4	$12K	Hold	123	–	–	﹤0.01%	963
2023 Q3	$11.2K	Hold	123	–	–	﹤0.01%	1022
2023 Q2	$11.7K	Hold	123	–	–	﹤0.01%	999
2023 Q1	$11.8K	Buy	+123	New	+$11.7K	﹤0.01%	1024

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

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

Avior Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2025, closing a stake of 156 shares — an estimated $14.8K sold.

Avior Wealth Management first reported a position in CORP in Q1 2023 and held it in 8 quarters. The position peaked at $19.1K in Q1 2024. 179 funds tracked by Wall St. Rank hold CORP as of Q1 2025.

Avior Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 156 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $14.8K.
Avior Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $19.1K in Q1 2024.
179 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.