Money Concepts Capital’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-524	Closed	-$48.7K	–	941
2022 Q4	$48.7K	Buy	+524	New	+$48.4K	﹤0.01%	1257
2022 Q2	–	Sell	-524	Closed	-$55K	–	1656
2022 Q1	$55K	Buy	+524	New	+$56.2K	﹤0.01%	1194

Other funds holding CORP

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

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

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

MAG

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Money Concepts Capital's CORP Position: Q1 2023 in Review

Money Concepts Capital sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2023, closing a stake of 524 shares — an estimated $48.7K sold.

Money Concepts Capital first reported a position in CORP in Q1 2022 and held it in 2 quarters. The position peaked at $55K in Q1 2022. 138 funds tracked by Wall St. Rank hold CORP as of Q1 2023.

Money Concepts Capital reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 524 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2023, an estimated $48.7K.
Money Concepts Capital first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $55K in Q1 2022.
138 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.