MFA
CORP icon

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

Mayflower Financial 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
2023
Q4 		– Sell
-3,382
Closed -$308K – 345
2023
Q3 		$308K Buy
+3,382
New +$315K 0.05% 251

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allianz Asset Management
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
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

Mayflower Financial Advisors's CORP Position: Q4 2023 in Review

Mayflower Financial Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2023, closing a stake of 3,382 shares — an estimated $308K sold.

Mayflower Financial Advisors first reported a position in CORP in Q3 2023 and held it in 1 quarter. The position peaked at $308K in Q3 2023. 147 funds tracked by Wall St. Rank hold CORP as of Q4 2023.

  • Mayflower Financial Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Mayflower Financial Advisors sold 3,382 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2023, an estimated $308K.
  • Mayflower Financial Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • Mayflower Financial Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $308K in Q3 2023.
  • 147 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2023.

Based on Mayflower Financial Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.