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

Gradient 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
2024 Q3	–	Sell	-1	Closed	-$95	–	496
2024 Q2	$95	Buy	+1	New	+$95	﹤0.01%	1311
2024 Q1	–	Sell	-325	Closed	-$31.6K	–	1354
2023 Q4	$31.6K	Hold	325	–	–	﹤0.01%	632
2023 Q3	$29.6K	Hold	325	–	–	﹤0.01%	603
2023 Q2	$30.8K	Hold	325	–	–	﹤0.01%	610
2023 Q1	$31.3K	Hold	325	–	–	﹤0.01%	584
2022 Q4	$30.2K	Buy	+325	New	+$30K	﹤0.01%	599
2018 Q1	–	Sell	-1	Closed	–	–	1027
2017 Q4	$0	Buy	+1	New	+$105	﹤0.01%	1016

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

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

OIA

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

MAG

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Gradient Investments's CORP Position: Q3 2024 in Review

Gradient Investments sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2024, closing a stake of 1 share — an estimated $95 sold.

Gradient Investments first reported a position in CORP in Q4 2017 and held it in 7 quarters. The position peaked at $31.6K in Q4 2023. 158 funds tracked by Wall St. Rank hold CORP as of Q3 2024.

Gradient Investments reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share in Q3 2024, an estimated $95.
Gradient Investments first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 7 quarters.
Gradient Investments's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $31.6K in Q4 2023.
158 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.