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

Bedel Financial Consulting’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
2021 Q1	–	Sell	-445	Closed	-$52K	–	937
2020 Q4	$52K	Sell	445 -100	-18%	-$11.6K	0.02%	309
2020 Q3	$62K	Hold	545	–	–	0.03%	275
2020 Q2	$62K	Hold	545	–	–	0.03%	258
2020 Q1	$58K	Hold	545	–	–	0.04%	246
2019 Q4	$60K	Sell	545 -55	-9%	-$6.03K	0.03%	267
2019 Q3	$66K	Sell	600 -100	-14%	-$10.9K	0.04%	253
2019 Q2	$75K	Hold	700	–	–	0.05%	234
2019 Q1	$73K	Hold	700	–	–	0.05%	223
2018 Q4	$69K	Hold	700	–	–	0.05%	219
2018 Q3	$69K	Hold	700	–	–	0.05%	232
2018 Q2	$70K	Hold	700	–	–	0.05%	232
2018 Q1	$72K	Buy	+700	New	+$72.3K	0.05%	230

Other funds holding CORP

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MAG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Bedel Financial Consulting's CORP Position: Q1 2021 in Review

Bedel Financial Consulting sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2021, closing a stake of 445 shares — an estimated $52K sold.

Bedel Financial Consulting first reported a position in CORP in Q1 2018 and held it in 12 quarters. The position peaked at $75K in Q2 2019. 133 funds tracked by Wall St. Rank hold CORP as of Q1 2021.

Bedel Financial Consulting reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
Bedel Financial Consulting sold 445 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2021, an estimated $52K.
Bedel Financial Consulting first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2018 and held it in 12 quarters.
Bedel Financial Consulting's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $75K in Q2 2019.
133 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2021.

Based on Bedel Financial Consulting's 13F filing for Q1 2021, filed 26 Apr 2021.