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

MFA Wealth 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
2020 Q3	–	Sell	-142	Closed	-$16.2K	–	67
2020 Q2	$16.2K	Buy	+142	New	+$15.7K	0.01%	132
2019 Q2	–	Sell	-11,308	Closed	-$1.17M	–	42
2019 Q1	$1.17M	Sell	11,308 -2,636	-19%	-$267K	0.77%	28
2018 Q4	$1.38M	Sell	13,944 -4,108	-23%	-$406K	1.38%	15
2018 Q3	$1.54M	Sell	18,052 -4,467	-20%	-$450K	1.15%	21
2018 Q2	$2.28M	Buy	22,519 +1,216	+6%	+$122K	1.49%	17
2018 Q1	$2.14M	Sell	21,303 -4,271	-17%	-$441K	1.61%	16
2017 Q4	$2.66M	Buy	+25,574	New	+$2.7M	1.81%	19

Other funds holding CORP

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MAG

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

TCM

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

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

MFA Wealth Advisors's CORP Position: Q3 2020 in Review

MFA Wealth Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2020, closing a stake of 142 shares — an estimated $16.2K sold.

MFA Wealth Advisors first reported a position in CORP in Q4 2017 and held it in 7 quarters. The position peaked at $2.66M in Q4 2017. 130 funds tracked by Wall St. Rank hold CORP as of Q3 2020.

MFA Wealth Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 142 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2020, an estimated $16.2K.
MFA Wealth Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 7 quarters.
MFA Wealth Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.66M in Q4 2017.
130 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.