Fortitude Advisory Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Fortitude Advisory Group’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	-2,307	Closed	-$222K	–	204
2024 Q1	$222K	Sell	2,307 -11	-0.5%	-$1.05K	0.13%	172
2023 Q4	$225K	Sell	2,318 -58	-2%	-$5.37K	0.14%	173
2023 Q3	$217K	Sell	2,376 -355	-13%	-$33.1K	0.15%	161
2023 Q2	$259K	Sell	2,731 -543	-17%	-$51.7K	0.19%	133
2023 Q1	$315K	Sell	3,274 -687	-17%	-$65.4K	0.24%	113
2022 Q4	$368K	Sell	3,961 -31	-0.8%	-$2.86K	0.31%	86
2022 Q3	$364K	Buy	3,992 +89	+2%	+$8.58K	0.35%	76
2022 Q2	$376K	Sell	3,903 -54	-1%	-$5.31K	0.34%	81
2022 Q1	$412K	Buy	3,957 +145	+4%	+$15.6K	0.22%	85
2021 Q4	$430K	Buy	+3,812	New	+$432K	0.22%	80

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

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 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 $569M AUM 16.27% 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

Fortitude Advisory Group's CORP Position: Q2 2024 in Review

Fortitude Advisory Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2024, closing a stake of 2,307 shares — an estimated $222K sold.

Fortitude Advisory Group first reported a position in CORP in Q4 2021 and held it in 10 quarters. The position peaked at $430K in Q4 2021. 161 funds tracked by Wall St. Rank hold CORP as of Q2 2024.

Fortitude Advisory Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Fortitude Advisory Group sold 2,307 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2024, an estimated $222K.
Fortitude Advisory Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and held it in 10 quarters.
Fortitude Advisory Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $430K in Q4 2021.
161 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2024.

Based on Fortitude Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.