Congress Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Congress Wealth Management’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
2023 Q4	–	Sell	-2,251	Closed	-$205K	–	616
2023 Q3	$205K	Sell	2,251 -4,264	-65%	-$398K	﹤0.01%	580
2023 Q2	$618K	Sell	6,515 -514	-7%	-$48.9K	0.01%	393
2023 Q1	$676K	Sell	7,029 -1,163	-14%	-$111K	0.02%	387
2022 Q4	$762K	Buy	8,192 +2,354	+40%	+$217K	0.02%	361
2022 Q3	$533K	Sell	5,838 -448	-7%	-$43.2K	0.01%	396
2022 Q2	$605K	Sell	6,286 -138	-2%	-$13.6K	0.02%	382
2022 Q1	$669K	Buy	6,424 +175	+3%	+$18.8K	0.01%	404
2021 Q4	$705K	Buy	+6,249	New	+$708K	0.01%	416

Other funds holding CORP

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

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

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

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

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

MIFH

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

RIP

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

MAG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

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

Congress Wealth Management's CORP Position: Q4 2023 in Review

Congress Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2023, closing a stake of 2,251 shares — an estimated $205K sold.

Congress Wealth Management first reported a position in CORP in Q4 2021 and held it in 8 quarters. The position peaked at $762K in Q4 2022. 147 funds tracked by Wall St. Rank hold CORP as of Q4 2023.

Congress Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Congress Wealth Management sold 2,251 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2023, an estimated $205K.
Congress Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and held it in 8 quarters.
Congress Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $762K in Q4 2022.
147 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.