Cetera Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Cetera Advisors’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
2024 Q1	$2.35M	Sell	24,421 -876	-3%	-$84K	0.02%	749
2023 Q4	$2.46M	Buy	25,297 +1,747	+7%	+$162K	0.03%	441
2023 Q3	$2.15M	Buy	23,550 +15,772	+203%	+$1.47M	0.03%	449
2023 Q2	$738K	Buy	7,778 +523	+7%	+$49.8K	0.01%	853
2023 Q1	$698K	Buy	7,255 +709	+11%	+$67.5K	0.01%	849
2022 Q4	$609K	Buy	+6,546	New	+$605K	0.01%	877
2019 Q2	–	Sell	-6	Closed	-$1K	–	966
2019 Q1	$1K	Buy	+6	New	+$607	﹤0.01%	1218

Other funds holding CORP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's CORP Position: Q1 2024 in Review

Cetera Advisors reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 3.5% in Q1 2024, selling an estimated $84K and leaving 24,421 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #749.

Cetera Advisors first reported a position in CORP in Q1 2019 and has held it in 7 quarters since. The position peaked at $2.46M in Q4 2023. 160 funds tracked by Wall St. Rank hold CORP as of Q1 2024.

Cetera Advisors held 24,421 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $2.35M as of Q1 2024.
Cetera Advisors sold 876 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2024, an estimated $84K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #749 holding.
Cetera Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2019 and has held it in 7 quarters since.
Cetera Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.46M in Q4 2023.
160 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.