Carson Wealth (CWM LLC)’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $109M | Sell |
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|
2025
Q2 | $132M | Sell |
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|
2025
Q1 | $138M | Buy |
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|
2024
Q4 | $125M | Buy |
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|
2024
Q3 | $116M | Buy |
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|
2024
Q2 | $98.7M | Buy |
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|
2024
Q1 | $96.7M | Buy |
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|
2023
Q4 | $61.6M | Buy |
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|
2023
Q3 | $42M | Buy |
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|
2023
Q2 | $23M | Buy |
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|
2023
Q1 | $15.6M | Sell |
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|
2022
Q4 | $25.1M | Buy |
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|
2022
Q3 | $23.3M | Buy |
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|
2022
Q2 | $19.2M | Buy |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $115K | Buy |
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|
2021
Q2 | $27.4M | Hold |
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|
2021
Q1 | $27.4M | Hold |
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|
2020
Q4 | $27.4M | Hold |
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|
2020
Q3 | $27.4M | Hold |
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|
2020
Q2 | $27.4M | Hold |
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|
2020
Q1 | $27.4M | Hold |
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|
2019
Q4 | $27.4M | Hold |
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|
2019
Q3 | $27.4M | Hold |
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|
2019
Q2 | $27.4M | Hold |
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|
2019
Q1 | $27.4M | Buy |
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