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Concourse Financial Group Securities’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-6,018
Closed -$573K – 406
2024
Q4 		$573K Buy
6,018
+207
+4% +$20.1K 0.03% 445
2024
Q3 		$578K Buy
5,811
+811
+16% +$79.2K 0.03% 426
2024
Q2 		$475K Sell
5,000
-603
-11% -$57.1K 0.03% 460
2024
Q1 		$538K Sell
5,603
-362
-6% -$34.7K 0.03% 428
2023
Q4 		$582K Hold
5,965
– – 0.04% 406
2023
Q3 		$544K Buy
5,965
+715
+14% +$66.7K 0.04% 397
2023
Q2 		$498K Buy
5,250
+33
+0.6% +$3.14K 0.04% 438
2023
Q1 		$502K Buy
5,217
+21
+0.4% +$2K 0.04% 431
2022
Q4 		$485K Buy
5,196
+30
+0.6% +$2.77K 0.04% 421
2022
Q3 		$471K Buy
5,166
+686
+15% +$66.2K 0.04% 364
2022
Q2 		$432K Buy
4,480
+1,248
+39% +$123K 0.04% 425
2022
Q1 		$337K Sell
3,232
-3,332
-51% -$357K 0.02% 511
2021
Q4 		$742K Buy
6,564
+201
+3% +$22.8K 0.04% 401
2021
Q3 		$723K Buy
6,363
+2,248
+55% +$259K 0.04% 393
2021
Q2 		$471K Buy
4,115
+1,578
+62% +$178K 0.03% 470
2021
Q1 		$283K Buy
2,537
+495
+24% +$56.3K 0.02% 570
2020
Q4 		$240K Buy
2,042
+1,034
+103% +$120K 0.02% 572
2020
Q3 		$116K Sell
1,008
-617
-38% -$71.5K 0.01% 731
2020
Q2 		$186K Buy
1,625
+139
+9% +$15.4K 0.02% 537
2020
Q1 		$157K Buy
1,486
+811
+120% +$88.8K 0.02% 520
2019
Q4 		$74K Buy
+675
New +$73.9K 0.01% 802

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Concourse Financial Group Securities's CORP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2025, closing a stake of 6,018 shares — an estimated $573K sold.

Concourse Financial Group Securities first reported a position in CORP in Q4 2019 and held it in 21 quarters. The position peaked at $742K in Q4 2021. 179 funds tracked by Wall St. Rank hold CORP as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,018 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $573K.
  • Concourse Financial Group Securities first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2019 and held it in 21 quarters.
  • Concourse Financial Group Securities's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $742K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.