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

CFS 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
2022 Q4	–	Sell	-24,450	Closed	–	–	147
2022 Q3	$0	Buy	+24,450	New	+$2.36M	﹤0.01%	259

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

MAG

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services's CORP Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2022, closing a stake of 24,450 shares.

CFS Investment Advisory Services first reported a position in CORP in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 134 funds tracked by Wall St. Rank hold CORP as of Q4 2022.

CFS Investment Advisory Services reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 24,450 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2022.
CFS Investment Advisory Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2022 and held it in 1 quarter.
CFS Investment Advisory Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $0 in Q3 2022.
134 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.