Schneider Downs Wealth Management Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Schneider Downs Wealth Management 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
2023 Q2	–	Sell	-2,453	Closed	-$236K	–	113
2023 Q1	$236K	Sell	2,453 -29,363	-92%	-$2.79M	0.05%	103
2022 Q4	$2.96M	Buy	+31,816	New	+$2.94M	0.65%	23
2020 Q1	–	Sell	-13,626	Closed	-$1.5M	–	93
2019 Q4	$1.5M	Buy	13,626 +1,197	+10%	+$131K	0.45%	20
2019 Q3	$1.36M	Buy	12,429 +1,944	+19%	+$211K	0.42%	20
2019 Q2	$1.13M	Buy	10,485 +2,413	+30%	+$252K	0.39%	23
2019 Q1	$837K	Sell	8,072 -772	-9%	-$78.1K	0.32%	27
2018 Q4	$876K	Buy	8,844 +1,835	+26%	+$181K	0.38%	21
2018 Q3	$705K	Sell	7,009 -13	-0.2%	-$1.31K	0.45%	22
2018 Q2	$704K	Buy	7,022 +1,655	+31%	+$167K	0.47%	19
2018 Q1	$549K	Buy	+5,367	New	+$554K	0.31%	24

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MAG

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MIFH

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

RIP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's CORP Position: Q2 2023 in Review

Schneider Downs Wealth Management Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2023, closing a stake of 2,453 shares — an estimated $236K sold.

Schneider Downs Wealth Management Advisors first reported a position in CORP in Q1 2018 and held it in 10 quarters. The position peaked at $2.96M in Q4 2022. 140 funds tracked by Wall St. Rank hold CORP as of Q2 2023.

Schneider Downs Wealth Management Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 2,453 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2023, an estimated $236K.
Schneider Downs Wealth Management Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2018 and held it in 10 quarters.
Schneider Downs Wealth Management Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.96M in Q4 2022.
140 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2023.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.