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

National Wealth Management Group’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
2022 Q1	–	Sell	-5,096	Closed	-$575K	–	114
2021 Q4	$575K	Buy	+5,096	New	+$577K	0.54%	61

Other funds holding CORP

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MAG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

SFA

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

AWMG

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

TCM

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

National Wealth Management Group's CORP Position: Q1 2022 in Review

National Wealth Management Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2022, closing a stake of 5,096 shares — an estimated $575K sold.

National Wealth Management Group first reported a position in CORP in Q4 2021 and held it in 1 quarter. The position peaked at $575K in Q4 2021. 134 funds tracked by Wall St. Rank hold CORP as of Q1 2022.

National Wealth Management Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
National Wealth Management Group sold 5,096 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2022, an estimated $575K.
National Wealth Management Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
National Wealth Management Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $575K in Q4 2021.
134 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.