Live Your Vision’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Live Your Vision’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
2019 Q1	$3.1M	Sell	29,991 -136	-0.5%	-$13.8K	0.94%	24
2018 Q4	$3M	Sell	30,127 -5,348	-15%	-$528K	1.01%	24
2018 Q3	$3.57M	Buy	35,475 +1,652	+5%	+$166K	1.14%	22
2018 Q2	$3.4M	Sell	33,823 -44,938	-57%	-$4.52M	1.13%	20
2018 Q1	$7.98M	Buy	78,761 +1,845	+2%	+$190K	2.7%	11
2017 Q4	$8.03M	Buy	76,916 +5,212	+7%	+$550K	2.69%	10
2017 Q3	$7.56M	Buy	71,704 +2,822	+4%	+$298K	2.69%	11
2017 Q2	$7.27M	Buy	68,882 +11,726	+21%	+$1.22M	2.71%	11
2017 Q1	$5.89M	Buy	57,156 +3,856	+7%	+$396K	2.31%	13
2016 Q4	$5.45M	Buy	53,300 +1,000	+2%	+$104K	2.32%	15
2016 Q3	$5.58M	Buy	52,300 +209	+0.4%	+$22.3K	2.39%	16
2016 Q2	$5.54M	Buy	+52,091	New	+$5.43M	2.53%	14

Other funds holding CORP

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

MAG

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Live Your Vision's CORP Position: Q1 2019 in Review

Live Your Vision reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.45% in Q1 2019, selling an estimated $13.8K and leaving 29,991 shares worth $3.1M. The position accounts for 0.94% of the portfolio, ranked #24.

Live Your Vision first reported a position in CORP in Q2 2016 and has held it in 12 quarters since. The position peaked at $8.03M in Q4 2017. 130 funds tracked by Wall St. Rank hold CORP as of Q1 2019.

Live Your Vision held 29,991 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.1M as of Q1 2019.
Live Your Vision sold 136 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2019, an estimated $13.8K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.94% of Live Your Vision's portfolio in Q1 2019, its #24 holding.
Live Your Vision first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2016 and has held it in 12 quarters since.
Live Your Vision's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $8.03M in Q4 2017.
130 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.