Financial Engines Advisors
CORP icon

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

Financial Engines Advisors’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
-3,894
Closed -$355K – 323
2023
Q3 		$355K Sell
3,894
-14,321
-79% -$1.34M ﹤0.01% 226
2023
Q2 		$1.73M Sell
18,215
-22,519
-55% -$2.14M ﹤0.01% 143
2023
Q1 		$3.92M Sell
40,734
-4,167
-9% -$397K 0.01% 98
2022
Q4 		$4.18M Sell
44,901
-5,136
-10% -$475K 0.01% 98
2022
Q3 		$4.56M Sell
50,037
-51,152
-51% -$4.93M 0.01% 89
2022
Q2 		$9.75M Sell
101,189
-1,644
-2% -$162K 0.03% 75
2022
Q1 		$10.7M Sell
102,833
-3,068
-3% -$329K 0.03% 71
2021
Q4 		$12M Buy
105,901
+52,754
+99% +$5.98M 0.03% 61
2021
Q3 		$6.04M Sell
53,147
-55,205
-51% -$6.35M 0.02% 65
2021
Q2 		$12.4M Sell
108,352
-4,499
-4% -$507K 0.04% 56
2021
Q1 		$12.6M Buy
112,851
+21,270
+23% +$2.42M 0.04% 57
2020
Q4 		$10.7M Buy
91,581
+22,035
+32% +$2.55M 0.04% 60
2020
Q3 		$7.97M Buy
69,546
+28,199
+68% +$3.27M 0.03% 61
2020
Q2 		$4.72M Buy
41,347
+24,878
+151% +$2.76M 0.02% 66
2020
Q1 		$1.74M Buy
16,469
+4,458
+37% +$488K 0.01% 84
2019
Q4 		$1.32M Buy
12,011
+2,538
+27% +$278K 0.01% 87
2019
Q3 		$1.04M Buy
9,473
+1,307
+16% +$142K 0.01% 85
2019
Q2 		$877K Buy
8,166
+1,032
+14% +$108K 0.01% 81
2019
Q1 		$740K Buy
+7,134
New +$722K ﹤0.01% 85
2018
Q4 		– Sell
-87
Closed -$9K – 118
2018
Q3 		$9K Buy
87
+1
+1% +$101 ﹤0.01% 96
2018
Q2 		$9K Buy
86
+7
+9% +$705 ﹤0.01% 92
2018
Q1 		$8K Buy
+79
New +$8.15K ﹤0.01% 103

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Financial Engines Advisors's CORP Position: Q4 2023 in Review

Financial Engines Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2023, closing a stake of 3,894 shares — an estimated $355K sold.

Financial Engines Advisors first reported a position in CORP in Q1 2018 and held it in 22 quarters. The position peaked at $12.6M in Q1 2021. 147 funds tracked by Wall St. Rank hold CORP as of Q4 2023.

  • Financial Engines Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 3,894 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2023, an estimated $355K.
  • Financial Engines Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2018 and held it in 22 quarters.
  • Financial Engines Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $12.6M in Q1 2021.
  • 147 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2023.

Based on Financial Engines Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.