Creative Financial Designs’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Creative Financial Designs’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	-499	Closed	-$52K	–	1257
2022 Q1	$52K	Hold	499	–	–	0.01%	558
2021 Q4	$56K	Hold	499	–	–	0.01%	549
2021 Q3	$57K	Hold	499	–	–	0.01%	580
2021 Q2	$57K	Buy	499 +287	+135%	+$32.4K	0.01%	568
2021 Q1	$24K	Hold	212	–	–	﹤0.01%	732
2020 Q4	$25K	Hold	212	–	–	0.01%	665
2020 Q3	$24K	Hold	212	–	–	0.01%	621
2020 Q2	$24K	Hold	212	–	–	0.01%	561
2020 Q1	$22K	Hold	212	–	–	0.01%	284
2019 Q4	$23K	Sell	212 -37	-15%	-$4.05K	0.01%	314
2019 Q3	$27K	Hold	249	–	–	0.01%	299
2019 Q2	$27K	Hold	249	–	–	0.01%	285
2019 Q1	$26K	Hold	249	–	–	0.02%	280
2018 Q4	$25K	Hold	249	–	–	0.02%	251
2018 Q3	$25K	Hold	249	–	–	0.01%	305
2018 Q2	$25K	Hold	249	–	–	0.01%	322
2018 Q1	$26K	Hold	249	–	–	0.02%	295
2017 Q4	$26K	Hold	249	–	–	0.02%	277
2017 Q3	$26K	Buy	249 +1	+0.4%	+$105	0.01%	294
2017 Q2	$26K	Buy	+248	New	+$25.9K	0.02%	290

Other funds holding CORP

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Creative Financial Designs's CORP Position: Q2 2022 in Review

Creative Financial Designs sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2022, closing a stake of 499 shares — an estimated $52K sold.

Creative Financial Designs first reported a position in CORP in Q2 2017 and held it in 20 quarters. The position peaked at $57K in Q3 2021. 122 funds tracked by Wall St. Rank hold CORP as of Q2 2022.

Creative Financial Designs reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Creative Financial Designs sold 499 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2022, an estimated $52K.
Creative Financial Designs first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2017 and held it in 20 quarters.
Creative Financial Designs's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $57K in Q3 2021.
122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.