ShoreHaven Wealth Partners’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

ShoreHaven Wealth Partners’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 Q4	–	Sell	-19,056	Closed	-$1.74M	–	77
2023 Q3	$1.74M	Buy	19,056 +16,243	+577%	+$1.51M	1.19%	21
2023 Q2	$267K	Buy	+2,813	New	+$268K	0.18%	61

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

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OIA

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

ShoreHaven Wealth Partners's CORP Position: Q4 2023 in Review

ShoreHaven Wealth Partners sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2023, closing a stake of 19,056 shares — an estimated $1.74M sold.

ShoreHaven Wealth Partners first reported a position in CORP in Q2 2023 and held it in 2 quarters. The position peaked at $1.74M in Q3 2023. 147 funds tracked by Wall St. Rank hold CORP as of Q4 2023.

ShoreHaven Wealth Partners reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 19,056 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2023, an estimated $1.74M.
ShoreHaven Wealth Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2023 and held it in 2 quarters.
ShoreHaven Wealth Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.74M in Q3 2023.
147 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.