FI
CORP icon

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

FormulaFolio Investments’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
2021
Q1 		– Sell
-5,659
Closed -$663K – 523
2020
Q4 		$663K Sell
5,659
-229
-4% -$26.5K 0.01% 394
2020
Q3 		$675K Sell
5,888
-5,772
-50% -$669K 0.03% 177
2020
Q2 		$1.33M Sell
11,660
-857
-7% -$95K 0.05% 115
2020
Q1 		$1.32M Sell
12,517
-154
-1% -$16.9K 0.07% 98
2019
Q4 		$1.39M Sell
12,671
-3,789
-23% -$415K 0.05% 142
2019
Q3 		$1.81M Sell
16,460
-1,394
-8% -$151K 0.07% 114
2019
Q2 		$1.92M Sell
17,854
-2,697
-13% -$282K 0.08% 96
2019
Q1 		$2.13M Buy
20,551
+1,742
+9% +$176K 0.09% 87
2018
Q4 		$1.89M Hold
18,809
– – 0.08% 83
2018
Q3 		$1.89M Buy
18,809
+2,330
+14% +$235K 0.08% 83
2018
Q2 		$1.65M Buy
16,479
+2,435
+17% +$245K 0.08% 89
2018
Q1 		$1.44M Buy
14,044
+1,649
+13% +$170K 0.08% 74
2017
Q4 		$1.31M Buy
12,395
+2,314
+23% +$244K 0.09% 79
2017
Q3 		$1.06M Buy
10,081
+6,011
+148% +$634K 0.08% 73
2017
Q2 		$428K Buy
+4,070
New +$424K 0.04% 141

Other funds holding CORP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

FormulaFolio Investments's CORP Position: Q1 2021 in Review

FormulaFolio Investments sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2021, closing a stake of 5,659 shares — an estimated $663K sold.

FormulaFolio Investments first reported a position in CORP in Q2 2017 and held it in 15 quarters. The position peaked at $2.13M in Q1 2019. 133 funds tracked by Wall St. Rank hold CORP as of Q1 2021.

  • FormulaFolio Investments reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 5,659 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2021, an estimated $663K.
  • FormulaFolio Investments first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2017 and held it in 15 quarters.
  • FormulaFolio Investments's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.13M in Q1 2019.
  • 133 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.