CIAS
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CBIZ Investment Advisory Services’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

CBIZ Investment Advisory Services’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 		– Hold
0
– – – 87
2020
Q3 		– Hold
0
– – – 87
2020
Q2 		– Hold
0
– – – 58
2020
Q1 		– Hold
0
– – – 55
2019
Q4 		– Hold
0
– – – 91

Other funds holding CORP

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Carson Wealth (CWM LLC)
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AO
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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