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Braun-Bostich & Associates’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Braun-Bostich & Associates’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
2020
Q4 		– Sell
-5,751
Closed -$659K – 90
2020
Q3 		$659K Buy
5,751
+5,644
+5,275% +$654K 0.66% 27
2020
Q2 		$12K Buy
+107
New +$11.9K 0.01% 204

Other funds holding CORP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Braun-Bostich & Associates's CORP Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2020, closing a stake of 5,751 shares — an estimated $659K sold.

Braun-Bostich & Associates first reported a position in CORP in Q2 2020 and held it in 2 quarters. The position peaked at $659K in Q3 2020. 136 funds tracked by Wall St. Rank hold CORP as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 5,751 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2020, an estimated $659K.
  • Braun-Bostich & Associates first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2020 and held it in 2 quarters.
  • Braun-Bostich & Associates's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $659K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.