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

Signify Wealth’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 Q3	–	Sell	-2,247	Closed	-$213K	–	39
2023 Q2	$213K	Sell	2,247 -35	-2%	-$3.33K	0.18%	29
2023 Q1	$220K	Buy	+2,282	New	+$217K	0.19%	25
2021 Q4	–	Sell	-22,818	Closed	-$2.59M	–	26
2021 Q3	$2.59M	Sell	22,818 -924	-4%	-$106K	2.06%	10
2021 Q2	$2.72M	Sell	23,742 -24,423	-51%	-$2.75M	2.09%	10
2021 Q1	$5.37M	Sell	48,165 -14,022	-23%	-$1.59M	4.01%	9
2020 Q4	$7.28M	Buy	+62,187	New	+$7.2M	5.76%	7

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MAG

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

RIP

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

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Signify Wealth's CORP Position: Q3 2023 in Review

Signify Wealth sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2023, closing a stake of 2,247 shares — an estimated $213K sold.

Signify Wealth first reported a position in CORP in Q4 2020 and held it in 6 quarters. The position peaked at $7.28M in Q4 2020. 148 funds tracked by Wall St. Rank hold CORP as of Q3 2023.

Signify Wealth reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Signify Wealth sold 2,247 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2023, an estimated $213K.
Signify Wealth first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 6 quarters.
Signify Wealth's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $7.28M in Q4 2020.
148 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2023.

Based on Signify Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.