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

Colton Groome Financial 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
2022
Q2 		– Sell
-12,906
Closed -$1.34M – 110
2022
Q1 		$1.34M Sell
12,906
-14,255
-52% -$1.53M 0.62% 36
2021
Q4 		$3.06M Sell
27,161
-16,473
-38% -$1.87M 1.25% 25
2021
Q3 		$4.96M Sell
43,634
-252
-0.6% -$29K 2.16% 16
2021
Q2 		$5.02M Sell
43,886
-813
-2% -$91.7K 2.3% 16
2021
Q1 		$4.98M Sell
44,699
-9,437
-17% -$1.07M 2.78% 15
2020
Q4 		$6.34M Buy
54,136
+28,252
+109% +$3.27M 4.09% 8
2020
Q3 		$2.97M Buy
25,884
+5,945
+30% +$689K 2.08% 16
2020
Q2 		$2.28M Buy
19,939
+9,211
+86% +$1.02M 1.66% 18
2020
Q1 		$1.14M Sell
10,728
-15,891
-60% -$1.74M 0.94% 19
2019
Q4 		$2.93M Buy
26,619
+624
+2% +$68.4K 2.1% 17
2019
Q3 		$2.82M Sell
25,995
-16,443
-39% -$1.78M 2.08% 19
2019
Q2 		$4.56M Buy
+42,438
New +$4.43M 3.65% 12

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Colton Groome Financial Advisors's CORP Position: Q2 2022 in Review

Colton Groome Financial Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2022, closing a stake of 12,906 shares — an estimated $1.34M sold.

Colton Groome Financial Advisors first reported a position in CORP in Q2 2019 and held it in 12 quarters. The position peaked at $6.34M in Q4 2020. 122 funds tracked by Wall St. Rank hold CORP as of Q2 2022.

  • Colton Groome Financial Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 12,906 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2022, an estimated $1.34M.
  • Colton Groome Financial Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2019 and held it in 12 quarters.
  • Colton Groome Financial Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $6.34M in Q4 2020.
  • 122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.