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Novak & Powell Financial Services’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Novak & Powell Financial Services’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
Q1 		– Sell
-21,629
Closed -$192K – 153
2024
Q4 		$192K Buy
+21,629
New +$2.1M 0.11% 144

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
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
VIA
Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Novak & Powell Financial Services's CORP Position: Q1 2025 in Review

Novak & Powell Financial Services sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2025, closing a stake of 21,629 shares — an estimated $192K sold.

Novak & Powell Financial Services first reported a position in CORP in Q4 2024 and held it in 1 quarter. The position peaked at $192K in Q4 2024. 179 funds tracked by Wall St. Rank hold CORP as of Q1 2025.

  • Novak & Powell Financial Services reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Novak & Powell Financial Services sold 21,629 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $192K.
  • Novak & Powell Financial Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • Novak & Powell Financial Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $192K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Novak & Powell Financial Services's 13F filing for Q1 2025, filed 15 May 2025.