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

Hoover Financial 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
2021 Q2	$65K	Sell	564 -57	-9%	-$6.43K	0.01%	249
2021 Q1	$70K	Sell	621 -1,984	-76%	-$226K	0.01%	233
2020 Q4	$301K	Sell	2,605 -147	-5%	-$17K	0.08%	76
2020 Q3	$316K	Buy	2,752 +60	+2%	+$6.95K	0.1%	64
2020 Q2	$308K	Sell	2,692 -53	-2%	-$5.87K	0.12%	64
2020 Q1	$291K	Sell	2,745 -4,202	-60%	-$460K	0.16%	55
2019 Q4	$764K	Buy	+6,947	New	+$761K	0.37%	34
2019 Q3	–	Sell	-3,074	Closed	-$330K	–	61
2019 Q2	$330K	Buy	3,074 +213	+7%	+$22.3K	0.3%	39
2019 Q1	$297K	Buy	2,861 +304	+12%	+$30.8K	0.28%	44
2018 Q4	$253K	Buy	+2,557	New	+$253K	0.28%	47

Other funds holding CORP

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAG

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Hoover Financial Advisors's CORP Position: Q2 2021 in Review

Hoover Financial Advisors reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 9.2% in Q2 2021, selling an estimated $6.43K and leaving 564 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #249.

Hoover Financial Advisors first reported a position in CORP in Q4 2018 and has held it in 10 quarters since. The position peaked at $764K in Q4 2019. 135 funds tracked by Wall St. Rank hold CORP as of Q2 2021.

Hoover Financial Advisors held 564 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $65K as of Q2 2021.
Hoover Financial Advisors sold 57 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2021, an estimated $6.43K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #249 holding.
Hoover Financial Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2018 and has held it in 10 quarters since.
Hoover Financial Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $764K in Q4 2019.
135 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.