ICA Group Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

ICA Group Wealth Management’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	$2.85K	Hold	30	–	–	﹤0.01%	646
2024 Q1	$2.88K	Sell	30 -25	-45%	-$2.4K	﹤0.01%	1127
2023 Q4	$5.35K	Buy	+55	New	+$5.09K	﹤0.01%	1009
2023 Q3	–	Sell	-55	Closed	-$5.22K	–	412
2023 Q2	$5.22K	Sell	55 -65	-54%	-$6.19K	﹤0.01%	970
2023 Q1	$11.5K	Hold	120	–	–	﹤0.01%	780
2022 Q4	$11.7K	Buy	+120	New	+$11.1K	﹤0.01%	797

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

ICA Group Wealth Management's CORP Position: Q2 2024 in Review

ICA Group Wealth Management held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q2 2024 at 30 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

ICA Group Wealth Management first reported a position in CORP in Q4 2022 and has held it in 6 quarters since. The position peaked at $11.7K in Q4 2022. 161 funds tracked by Wall St. Rank hold CORP as of Q2 2024.

ICA Group Wealth Management held 30 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $2.85K as of Q2 2024.
ICA Group Wealth Management left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2024.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #646 holding.
ICA Group Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $11.7K in Q4 2022.
161 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.