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

Financial Synergies Wealth 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
2024
Q2 		– Sell
-27
Closed -$2.59K – 142
2024
Q1 		$2.59K Buy
+27
New +$2.59K ﹤0.01% 296

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
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 $569M AUM 16.27% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Synergies Wealth Advisors's CORP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2024, closing a stake of 27 shares — an estimated $2.59K sold.

Financial Synergies Wealth Advisors first reported a position in CORP in Q1 2024 and held it in 1 quarter. The position peaked at $2.59K in Q1 2024. 161 funds tracked by Wall St. Rank hold CORP as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 27 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2024, an estimated $2.59K.
  • Financial Synergies Wealth Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.59K in Q1 2024.
  • 161 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.