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

Econ Financial 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
2024 Q3	–	Sell	-15,507	Closed	-$1.47M	–	76
2024 Q2	$1.47M	Buy	15,507 +117	+0.8%	+$11.1K	0.91%	31
2024 Q1	$1.48M	Buy	+15,390	New	+$1.48M	0.92%	34
2019 Q2	–	Sell	-6,974	Closed	-$723K	–	69
2019 Q1	$723K	Buy	6,974 +531	+8%	+$53.7K	1.08%	26
2018 Q4	$638K	Buy	+6,443	New	+$636K	0.97%	34

Other funds holding CORP

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

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

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

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

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

OIA

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

MAG

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Econ Financial Services's CORP Position: Q3 2024 in Review

Econ Financial Services sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2024, closing a stake of 15,507 shares — an estimated $1.47M sold.

Econ Financial Services first reported a position in CORP in Q4 2018 and held it in 4 quarters. The position peaked at $1.48M in Q1 2024. 158 funds tracked by Wall St. Rank hold CORP as of Q3 2024.

Econ Financial Services reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Econ Financial Services sold 15,507 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2024, an estimated $1.47M.
Econ Financial Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2018 and held it in 4 quarters.
Econ Financial Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.48M in Q1 2024.
158 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.