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

Bernard Wealth Management’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.64M Buy
37,432
+5,487
+17% +$534K 1.69% 17
2025
Q1 		$3.09M Buy
31,945
+201
+0.6% +$19.5K 1.51% 18
2024
Q4 		$3.02M Buy
+31,744
New +$3.02M 1.42% 18