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	$10.6K	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	$11K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

MAG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RE Dickinson Investment Advisors's CORP Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q4 2024 at 111 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #162.

RE Dickinson Investment Advisors first reported a position in CORP in Q4 2021 and has held it in 13 quarters since. The position peaked at $13K in Q4 2021. 178 funds tracked by Wall St. Rank hold CORP as of Q4 2024.

RE Dickinson Investment Advisors held 111 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $10.6K as of Q4 2024.
RE Dickinson Investment Advisors left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q4 2024.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #162 holding.
RE Dickinson Investment Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $13K in Q4 2021.
178 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.