Householder Group Estate & Retirement Specialist’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$13K	Sell	137 -163	-54%	-$15.8K	0.01%	336
2024 Q3	$29K	Hold	300	–	–	0.01%	596
2024 Q2	$28K	Hold	300	–	–	0.01%	592
2024 Q1	$28.8K	Hold	300	–	–	0.01%	583
2023 Q4	$29K	Buy	+300	New	+$27.8K	0.01%	561

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

OIA

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

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CORP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 54% in Q4 2024, selling an estimated $15.8K and leaving 137 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #336.

Householder Group Estate & Retirement Specialist first reported a position in CORP in Q4 2023 and has held it in 5 quarters since. The position peaked at $29K in Q3 2024. 178 funds tracked by Wall St. Rank hold CORP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 137 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $13K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 163 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $15.8K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #336 holding.
Householder Group Estate & Retirement Specialist first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 5 quarters since.
Householder Group Estate & Retirement Specialist's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $29K in Q3 2024.
178 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.