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

Financial Futures’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 Q4	–	Sell	-3,590	Closed	-$357K	–	55
2024 Q3	$357K	Sell	3,590 -3,791	-51%	-$370K	0.2%	43
2024 Q2	$702K	Sell	7,381 -20,289	-73%	-$1.92M	0.44%	32
2024 Q1	$2.66M	Sell	27,670 -49,700	-64%	-$4.76M	1.76%	21
2023 Q4	$7.52M	Buy	77,370 +16,078	+26%	+$1.49M	5.65%	6
2023 Q3	$5.58M	Buy	61,292 +24,795	+68%	+$2.31M	4.56%	8
2023 Q2	$3.46M	Buy	36,497 +8,638	+31%	+$823K	2.74%	18
2023 Q1	$2.68M	Buy	+27,859	New	+$2.65M	2.26%	18

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

OIA

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

RIP

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

MAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Futures's CORP Position: Q4 2024 in Review

Financial Futures sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2024, closing a stake of 3,590 shares — an estimated $357K sold.

Financial Futures first reported a position in CORP in Q1 2023 and held it in 7 quarters. The position peaked at $7.52M in Q4 2023. 178 funds tracked by Wall St. Rank hold CORP as of Q4 2024.

Financial Futures reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Financial Futures sold 3,590 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $357K.
Financial Futures first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2023 and held it in 7 quarters.
Financial Futures's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $7.52M in Q4 2023.
178 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2024.

Based on Financial Futures's 13F filing for Q4 2024, filed 24 Jan 2025.