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

Cypress Wealth 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
2023
Q1 		– Sell
-2,536
Closed -$236K – 252
2022
Q4 		$236K Sell
2,536
-222
-8% -$20.5K 0.08% 206
2022
Q3 		$251K Buy
2,758
+82
+3% +$7.91K 0.09% 187
2022
Q2 		$258K Sell
2,676
-26
-1% -$2.56K 0.08% 186
2022
Q1 		$281K Hold
2,702
– – 0.08% 187
2021
Q4 		$305K Hold
2,702
– – 0.08% 177
2021
Q3 		$307K Sell
2,702
-1,871
-41% -$215K 0.09% 167
2021
Q2 		$524K Sell
4,573
-2,396
-34% -$270K 0.14% 122
2021
Q1 		$776K Sell
6,969
-138
-2% -$15.7K 0.16% 109
2020
Q4 		$832K Buy
+7,107
New +$823K 0.19% 91
2020
Q3 		– Sell
-7,117
Closed -$824K – 301
2020
Q2 		$813K Sell
7,117
-52
-0.7% -$5.76K 0.19% 106
2020
Q1 		$759K Sell
7,169
-2,950
-29% -$323K 0.22% 101
2019
Q4 		$1.11M Sell
10,119
-1,940
-16% -$213K 0.28% 92
2019
Q3 		$1.32M Sell
12,059
-1,071
-8% -$116K 0.36% 85
2019
Q2 		$1.41M Sell
13,130
-307
-2% -$32.1K 0.41% 77
2019
Q1 		$1.39M Sell
13,437
-1,129
-8% -$114K 0.44% 66
2018
Q4 		$1.44M Sell
14,566
-864
-6% -$85.3K 0.57% 59
2018
Q3 		$1.55M Buy
15,430
+781
+5% +$78.7K 0.56% 54
2018
Q2 		$1.47M Sell
14,649
-1,443
-9% -$145K 0.56% 52
2018
Q1 		$1.65M Buy
16,092
+5,996
+59% +$619K 0.7% 43
2017
Q4 		$1.07M Buy
+10,096
New +$1.06M 0.44% 63

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Cypress Wealth Services's CORP Position: Q1 2023 in Review

Cypress Wealth Services sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2023, closing a stake of 2,536 shares — an estimated $236K sold.

Cypress Wealth Services first reported a position in CORP in Q4 2017 and held it in 20 quarters. The position peaked at $1.65M in Q1 2018. 138 funds tracked by Wall St. Rank hold CORP as of Q1 2023.

  • Cypress Wealth Services reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 2,536 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2023, an estimated $236K.
  • Cypress Wealth Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 20 quarters.
  • Cypress Wealth Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.65M in Q1 2018.
  • 138 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2023.

Based on Cypress Wealth Services's 13F filing for Q1 2023, filed 7 Apr 2023.