Prevail Innovative Wealth Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,253
Closed -$799K 199
2025
Q1
$799K Buy
8,253
+2,951
+56% +$286K 0.21% 119
2024
Q4
$504K Buy
5,302
+1,655
+45% +$157K 0.15% 125
2024
Q3
$363K Buy
+3,647
New +$363K 0.11% 130