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

Spire Wealth Management’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	-223	Closed	-$21.2K	–	2182
2024 Q2	$21.2K	Hold	223	–	–	﹤0.01%	1424
2024 Q1	$21.4K	Sell	223 -8	-3%	-$767	﹤0.01%	1498
2023 Q4	$22.1K	Buy	231 +8	+4%	+$740	﹤0.01%	1494
2023 Q3	$20.3K	Sell	223 -224	-50%	-$20.9K	﹤0.01%	1498
2023 Q2	$42.4K	Buy	447 +3	+0.7%	+$286	﹤0.01%	1264
2023 Q1	$42.7K	Buy	444 +5	+1%	+$476	﹤0.01%	1265
2022 Q4	$41K	Sell	439 -48	-10%	-$4.43K	﹤0.01%	1053
2022 Q3	$44K	Buy	487 +55	+13%	+$5.3K	﹤0.01%	992
2022 Q2	$42K	Buy	432 +4	+0.9%	+$394	﹤0.01%	1363
2022 Q1	$45K	Buy	428 +2	+0.5%	+$215	﹤0.01%	1483
2021 Q4	$48K	Buy	426 +2	+0.5%	+$227	﹤0.01%	1750
2021 Q3	$48K	Hold	424	–	–	﹤0.01%	1488
2021 Q2	$49K	Sell	424 -638	-60%	-$72K	﹤0.01%	1493
2021 Q1	$118K	Buy	+1,062	New	+$121K	﹤0.01%	1323

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

Spire Wealth Management's CORP Position: Q3 2024 in Review

Spire Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2024, closing a stake of 223 shares — an estimated $21.2K sold.

Spire Wealth Management first reported a position in CORP in Q1 2021 and held it in 14 quarters. The position peaked at $118K in Q1 2021. 158 funds tracked by Wall St. Rank hold CORP as of Q3 2024.

Spire Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 223 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2024, an estimated $21.2K.
Spire Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2021 and held it in 14 quarters.
Spire Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $118K in Q1 2021.
158 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.