Pinnacle Advisory Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$870K	Buy	7,813 +331	+4%	+$37.6K	0.04%	125
2020 Q4	$876K	Sell	7,482 -5	-0.1%	-$579	0.05%	103
2020 Q3	$858K	Buy	7,487 +28	+0.4%	+$3.24K	0.06%	99
2020 Q2	$852K	Sell	7,459 -99	-1%	-$11K	0.06%	96
2020 Q1	$800K	Sell	7,558 -519	-6%	-$56.8K	0.08%	87
2019 Q4	$888K	Sell	8,077 -53	-0.7%	-$5.81K	0.06%	95
2019 Q3	$892K	Buy	8,130 +29	+0.4%	+$3.15K	0.06%	90
2019 Q2	$870K	Sell	8,101 -270	-3%	-$28.2K	0.06%	96
2019 Q1	$868K	Buy	8,371 +573	+7%	+$58K	0.06%	88
2018 Q4	$772K	Buy	7,798 +266	+4%	+$26.3K	0.06%	87
2018 Q3	$758K	Sell	7,532 -343	-4%	-$34.6K	0.05%	91
2018 Q2	$790K	Buy	7,875 +69	+0.9%	+$6.95K	0.05%	77
2018 Q1	$798K	Sell	7,806 -53	-0.7%	-$5.47K	0.05%	91
2017 Q4	$830K	Buy	7,859 +626	+9%	+$66K	0.05%	95
2017 Q3	$762K	Buy	7,233 +998	+16%	+$105K	0.05%	96
2017 Q2	$655K	Buy	6,235 +477	+8%	+$49.7K	0.04%	98
2017 Q1	$593K	Buy	5,758 +2,963	+106%	+$304K	0.04%	101
2016 Q4	$286K	Buy	+2,795	New	+$289K	0.02%	151

Other funds holding CORP

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

Pinnacle Advisory Group's CORP Position: Q1 2021 in Review

Pinnacle Advisory Group increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 4.4% in Q1 2021, buying an estimated $37.6K and bringing the position to 7,813 shares worth $870K. The position accounts for 0.04% of the portfolio, ranked #125.

Pinnacle Advisory Group first reported a position in CORP in Q4 2016 and has held it in 18 quarters since. The position peaked at $892K in Q3 2019. 133 funds tracked by Wall St. Rank hold CORP as of Q1 2021.

Pinnacle Advisory Group held 7,813 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $870K as of Q1 2021.
Pinnacle Advisory Group bought 331 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2021, an estimated $37.6K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.04% of Pinnacle Advisory Group's portfolio in Q1 2021, its #125 holding.
Pinnacle Advisory Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2016 and has held it in 18 quarters since.
Pinnacle Advisory Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $892K in Q3 2019.
133 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.