RE Dickinson Investment Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

RE Dickinson Investment Advisors’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 Q4	$106K	Hold	111	–	–	0.01%	162
2024 Q3	$11K	Hold	111	–	–	0.01%	159
2024 Q2	$10.6K	Hold	111	–	–	0.01%	154
2024 Q1	$11K	Hold	111	–	–	0.01%	152
2023 Q4	$11K	Hold	111	–	–	0.01%	156
2023 Q3	$10K	Hold	111	–	–	0.01%	172
2023 Q2	$11K	Hold	111	–	–	﹤0.01%	250
2023 Q1	$11K	Hold	111	–	–	﹤0.01%	262
2022 Q4	$10K	Hold	111	–	–	﹤0.01%	254
2022 Q3	$10K	Hold	111	–	–	0.01%	149
2022 Q2	$11	Hold	111	–	–	﹤0.01%	156
2022 Q1	$12K	Hold	111	–	–	0.01%	167
2021 Q4	$13K	Buy	+111	New	+$12.6K	0.01%	164

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 $38B AUM 19.66% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return