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

Lido Advisors’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
2025 Q1	–	Sell	-2,098	Closed	-$200K	–	1536
2024 Q4	$200K	Sell	2,098 -425	-17%	-$41.2K	﹤0.01%	1385
2024 Q3	$251K	Sell	2,523 -6,267	-71%	-$612K	﹤0.01%	1232
2024 Q2	$836K	Sell	8,790 -13,749	-61%	-$1.3M	﹤0.01%	732
2024 Q1	$2.16M	Buy	22,539 +8,628	+62%	+$827K	0.01%	416
2023 Q4	$1.36M	Buy	13,911 +3,418	+33%	+$316K	0.01%	514
2023 Q3	$956K	Sell	10,493 -322	-3%	-$30K	0.01%	556
2023 Q2	$1.03M	Buy	+10,815	New	+$1.03M	0.01%	526

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

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

VIA

Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Lido Advisors's CORP Position: Q1 2025 in Review

Lido Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2025, closing a stake of 2,098 shares — an estimated $200K sold.

Lido Advisors first reported a position in CORP in Q2 2023 and held it in 7 quarters. The position peaked at $2.16M in Q1 2024. 179 funds tracked by Wall St. Rank hold CORP as of Q1 2025.

Lido Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Lido Advisors sold 2,098 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $200K.
Lido Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2023 and held it in 7 quarters.
Lido Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.16M in Q1 2024.
179 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.