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

KWB Wealth’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	-2,999	Closed	-$288K	–	134
2024 Q2	$288K	Sell	2,999 -354	-11%	-$33.5K	0.04%	108
2024 Q1	$322K	Sell	3,353 -893	-21%	-$85.6K	0.04%	103
2023 Q4	$413K	Sell	4,246 -171	-4%	-$15.8K	0.06%	84
2023 Q3	$419K	Sell	4,417 -411	-9%	-$38.3K	0.07%	83
2023 Q2	$458K	Buy	+4,828	New	+$460K	0.07%	81

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

KWB Wealth's CORP Position: Q3 2024 in Review

KWB Wealth sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2024, closing a stake of 2,999 shares — an estimated $288K sold.

KWB Wealth first reported a position in CORP in Q2 2023 and held it in 5 quarters. The position peaked at $458K in Q2 2023. 158 funds tracked by Wall St. Rank hold CORP as of Q3 2024.

KWB Wealth reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
KWB Wealth sold 2,999 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2024, an estimated $288K.
KWB Wealth first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2023 and held it in 5 quarters.
KWB Wealth's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $458K in Q2 2023.
158 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on KWB Wealth's 13F filing for Q3 2024, filed 7 Oct 2024.