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

MinichMacGregor 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
2024 Q2	–	Sell	-50,874	Closed	-$4.84M	–	107
2024 Q1	$4.84M	Buy	50,874 +12,274	+32%	+$1.18M	1.24%	38
2023 Q4	$3.75M	Buy	38,600 +17,460	+83%	+$1.62M	1.08%	33
2023 Q3	$1.93M	Buy	21,140 +2,658	+14%	+$248K	0.64%	46
2023 Q2	$1.75M	Buy	18,482 +6,053	+49%	+$576K	0.55%	46
2023 Q1	$1.2M	Buy	12,429 +2,262	+22%	+$215K	0.4%	46
2022 Q4	$946K	Buy	10,167 +910	+10%	+$84.1K	0.34%	41
2022 Q3	$844K	Buy	9,257 +2,816	+44%	+$272K	0.34%	47
2022 Q2	$620K	Sell	6,441 -232	-3%	-$22.8K	0.26%	44
2022 Q1	$694K	Buy	6,673 +1,795	+37%	+$193K	0.22%	55
2021 Q4	$550K	Buy	4,878 +2,700	+124%	+$306K	0.17%	57
2021 Q3	$247K	Buy	+2,178	New	+$251K	0.08%	73

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

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

MIFH

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

MAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MinichMacGregor Wealth Management's CORP Position: Q2 2024 in Review

MinichMacGregor Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2024, closing a stake of 50,874 shares — an estimated $4.84M sold.

MinichMacGregor Wealth Management first reported a position in CORP in Q3 2021 and held it in 11 quarters. The position peaked at $4.84M in Q1 2024. 161 funds tracked by Wall St. Rank hold CORP as of Q2 2024.

MinichMacGregor Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 50,874 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2024, an estimated $4.84M.
MinichMacGregor Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2021 and held it in 11 quarters.
MinichMacGregor Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $4.84M in Q1 2024.
161 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.