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

Liberty 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
2021
Q4 		– Sell
-2
Closed – – 345
2021
Q3 		$0 Buy
+2
New +$230 ﹤0.01% 1179

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TCM
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5L
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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

Liberty Wealth Management's CORP Position: Q4 2021 in Review

Liberty Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2021, closing a stake of 2 shares.

Liberty Wealth Management first reported a position in CORP in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 143 funds tracked by Wall St. Rank hold CORP as of Q4 2021.

  • Liberty Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2021.
  • Liberty Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $0 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 Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.