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

Leslie Global 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
Q4 		– Sell
-2,340
Closed -$233K – 73
2024
Q3 		$233K Buy
+2,340
New +$229K 0.11% 66

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leslie Global Wealth's CORP Position: Q4 2024 in Review

Leslie Global Wealth sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2024, closing a stake of 2,340 shares — an estimated $233K sold.

Leslie Global Wealth first reported a position in CORP in Q3 2024 and held it in 1 quarter. The position peaked at $233K in Q3 2024. 178 funds tracked by Wall St. Rank hold CORP as of Q4 2024.

  • Leslie Global Wealth reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Leslie Global Wealth sold 2,340 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $233K.
  • Leslie Global Wealth first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Leslie Global Wealth's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $233K 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 Leslie Global Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.