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

Oxinas Partners 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
Q3 		– Sell
-2,236
Closed -$213K – 119
2024
Q2 		$213K Sell
2,236
-211
-9% -$20K 0.14% 114
2024
Q1 		$235K Sell
2,447
-49
-2% -$4.7K 0.15% 111
2023
Q4 		$243K Sell
2,496
-214
-8% -$19.8K 0.17% 98
2023
Q3 		$247K Sell
2,710
-2
-0.1% -$187 0.18% 90
2023
Q2 		$257K Buy
2,712
+46
+2% +$4.38K 0.17% 97
2023
Q1 		$256K Buy
2,666
+7
+0.3% +$666 0.19% 89
2022
Q4 		$247K Buy
2,659
+186
+8% +$17.2K 0.21% 79
2022
Q3 		$226K Sell
2,473
-442
-15% -$42.6K 0.19% 80
2022
Q2 		$281K Buy
2,915
+103
+4% +$10.1K 0.21% 78
2022
Q1 		$293K Sell
2,812
-39
-1% -$4.18K 0.18% 89
2021
Q4 		$322K Buy
2,851
+258
+10% +$29.2K 0.18% 107
2021
Q3 		$294K Buy
2,593
+322
+14% +$37.1K 0.17% 117
2021
Q2 		$260K Sell
2,271
-38,008
-94% -$4.29M 0.15% 127
2021
Q1 		$4.49M Sell
40,279
-2,590
-6% -$295K 2.85% 6
2020
Q4 		$5.02M Buy
+42,869
New +$4.96M 3.73% 3

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
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
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Oxinas Partners Wealth Management's CORP Position: Q3 2024 in Review

Oxinas Partners Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2024, closing a stake of 2,236 shares — an estimated $213K sold.

Oxinas Partners Wealth Management first reported a position in CORP in Q4 2020 and held it in 15 quarters. The position peaked at $5.02M in Q4 2020. 158 funds tracked by Wall St. Rank hold CORP as of Q3 2024.

  • Oxinas Partners Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 2,236 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2024, an estimated $213K.
  • Oxinas Partners Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 15 quarters.
  • Oxinas Partners Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $5.02M in Q4 2020.
  • 158 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.