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

Kowal Investment 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
2021
Q4 		– Sell
-1,196
Closed -$136K – 293
2021
Q3 		$136K Buy
+1,196
New +$138K 0.04% 124

Other funds holding CORP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kowal Investment Group's CORP Position: Q4 2021 in Review

Kowal Investment Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2021, closing a stake of 1,196 shares — an estimated $136K sold.

Kowal Investment Group first reported a position in CORP in Q3 2021 and held it in 1 quarter. The position peaked at $136K in Q3 2021. 143 funds tracked by Wall St. Rank hold CORP as of Q4 2021.

  • Kowal Investment Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,196 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2021, an estimated $136K.
  • Kowal Investment Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $136K in Q3 2021.
  • 143 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.