Peak Financial Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
2,775
-210
| -7% | -$20.4K | 0.08% | 76 |
|
|
2025
Q1 | $289K | Hold |
2,985
| – | – | 0.09% | 72 |
|
|
2024
Q4 | $284K | Hold |
2,985
| – | – | 0.09% | 76 |
|
|
2024
Q3 | $297K | Hold |
2,985
| – | – | 0.09% | 73 |
|
|
2024
Q2 | $284K | Buy |
+2,985
| New | +$284K | 0.09% | 74 |
|
|
2018
Q4 | – | Sell |
-4,340
| Closed | -$437K | – | 56 |
|
|
2018
Q3 | $437K | Sell |
4,340
-635
| -13% | -$63.9K | 0.2% | 38 |
|
|
2018
Q2 | $499K | Sell |
4,975
-95
| -2% | -$9.53K | 0.23% | 32 |
|
|
2018
Q1 | $519K | Buy |
5,070
+175
| +4% | +$17.9K | 0.25% | 33 |
|
|
2017
Q4 | $517K | Buy |
4,895
+225
| +5% | +$23.8K | 0.2% | 35 |
|
|
2017
Q3 | $492K | Sell |
4,670
-45
| -1% | -$4.74K | 0.19% | 31 |
|
|
2017
Q2 | $496K | Buy |
4,715
+355
| +8% | +$37.3K | 0.19% | 27 |
|
|
2017
Q1 | $449K | Buy |
4,360
+55
| +1% | +$5.66K | 0.18% | 30 |
|
|
2016
Q4 | $440K | Buy |
+4,305
| New | +$440K | 0.19% | 28 |
|