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

Marion 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
2023 Q4	–	Sell	-7,171	Closed	-$653K	–	120
2023 Q3	$653K	Buy	7,171 +90	+1%	+$8.39K	0.23%	73
2023 Q2	$672K	Buy	7,081 +26	+0.4%	+$2.48K	0.24%	70
2023 Q1	$679K	Sell	7,055 -57	-0.8%	-$5.42K	0.25%	72
2022 Q4	$661K	Buy	+7,112	New	+$657K	0.28%	69

Other funds holding CORP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Marion Wealth Management's CORP Position: Q4 2023 in Review

Marion Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2023, closing a stake of 7,171 shares — an estimated $653K sold.

Marion Wealth Management first reported a position in CORP in Q4 2022 and held it in 4 quarters. The position peaked at $679K in Q1 2023. 147 funds tracked by Wall St. Rank hold CORP as of Q4 2023.

Marion Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Marion Wealth Management sold 7,171 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2023, an estimated $653K.
Marion Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2022 and held it in 4 quarters.
Marion Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $679K in Q1 2023.
147 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2023.

Based on Marion Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.