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

Northwest Capital 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
2025
Q4 		– Sell
-156
Closed -$15.4K – 120
2025
Q3 		$15.4K Sell
156
-102
-40% -$9.95K 0.02% 178
2025
Q2 		$25.1K Sell
258
-350
-58% -$33.5K 0.01% 205
2025
Q1 		$58.8K Buy
608
+19
+3% +$1.82K 0.02% 185
2024
Q4 		$56K Buy
589
+19
+3% +$1.84K 0.02% 183
2024
Q3 		$56.7K Buy
570
+35
+7% +$3.42K 0.02% 185
2024
Q2 		$50.9K Sell
535
-115
-18% -$10.9K 0.02% 185
2024
Q1 		$62.4K Hold
650
– – 0.02% 209
2023
Q4 		$63.2K Hold
650
– – 0.02% 203
2023
Q3 		$59.2K Buy
650
+503
+342% +$46.9K 0.02% 195
2023
Q2 		$13.9K Buy
+147
New +$14K 0.01% 334

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return