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

Scarborough 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
Q3 		– Sell
-3
Closed – – 188
2024
Q2 		$0 Sell
3
-53
-95% -$5.02K ﹤0.01% 453
2024
Q1 		$5.36K Buy
56
+27
+93% +$2.59K ﹤0.01% 251
2023
Q4 		$2.77K Buy
+29
New +$2.68K ﹤0.01% 540

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 $38.1B AUM 19.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Scarborough Advisors's CORP Position: Q3 2024 in Review

Scarborough Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2024, closing a stake of 3 shares.

Scarborough Advisors first reported a position in CORP in Q4 2023 and held it in 3 quarters. The position peaked at $5.36K in Q1 2024. 158 funds tracked by Wall St. Rank hold CORP as of Q3 2024.

  • Scarborough Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Scarborough Advisors sold 3 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2024.
  • Scarborough Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2023 and held it in 3 quarters.
  • Scarborough Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $5.36K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.