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Patriot Financial Group Insurance Agency’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-282
Closed -$27K – 703
2022
Q2 		$27K Buy
282
+1
+0.4% +$98 0.01% 919
2022
Q1 		$29K Sell
281
-1
-0.4% -$107 0.01% 953
2021
Q4 		$32K Hold
282
– – 0.01% 1029
2021
Q3 		$32K Hold
282
– – 0.01% 1020
2021
Q2 		$32K Sell
282
-8
-3% -$902 0.01% 994
2021
Q1 		$32K Hold
290
– – 0.01% 925
2020
Q4 		$34K Hold
290
– – 0.01% 806
2020
Q3 		$33K Buy
290
+250
+625% +$29K 0.01% 637
2020
Q2 		$5K Sell
40
-17
-30% -$1.88K ﹤0.01% 1165
2020
Q1 		$6K Sell
57
-3
-5% -$328 ﹤0.01% 1001
2019
Q4 		$7K Buy
60
+32
+114% +$3.5K ﹤0.01% 902
2019
Q3 		$3K Buy
+28
New +$3.04K ﹤0.01% 1016

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
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CORP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2022, closing a stake of 282 shares — an estimated $27K sold.

Patriot Financial Group Insurance Agency first reported a position in CORP in Q3 2019 and held it in 12 quarters. The position peaked at $34K in Q4 2020. 106 funds tracked by Wall St. Rank hold CORP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 282 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2022, an estimated $27K.
  • Patriot Financial Group Insurance Agency first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2019 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $34K in Q4 2020.
  • 106 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.