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

Sutton Wealth 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 Q3	$1.55K	Hold	17	–	–	﹤0.01%	752
2023 Q2	$1.61K	Hold	17	–	–	﹤0.01%	728
2023 Q1	$1.64K	Hold	17	–	–	﹤0.01%	673
2022 Q4	$1.58K	Sell	17 -12	-41%	-$1.11K	﹤0.01%	1238
2022 Q3	$2.65K	Hold	29	–	–	﹤0.01%	1153
2022 Q2	$2.79K	Sell	29 -27	-48%	-$2.66K	﹤0.01%	1138
2022 Q1	$5.83K	Sell	56 -26	-32%	-$2.79K	﹤0.01%	1065
2021 Q4	$9.25K	Hold	82	–	–	﹤0.01%	953
2021 Q3	$9.31K	Sell	82 -3	-4%	-$345	﹤0.01%	937
2021 Q2	$9.73K	Hold	85	–	–	﹤0.01%	918
2021 Q1	$9.47K	Buy	85 +4	+5%	+$455	﹤0.01%	896
2020 Q4	$9.48K	Sell	81 -27	-25%	-$3.13K	﹤0.01%	827
2020 Q3	$12.4K	Hold	108	–	–	0.01%	681
2020 Q2	$12.3K	Hold	108	–	–	0.01%	656
2020 Q1	$11.4K	Buy	108 +2	+2%	+$219	0.01%	622
2019 Q4	$11.7K	Hold	106	–	–	0.01%	776
2019 Q3	$11.6K	Buy	106 +7	+7%	+$760	0.01%	754
2019 Q2	$10.6K	Buy	99 +11	+13%	+$1.15K	0.01%	756
2019 Q1	$9.13K	Buy	88 +86	+4,300%	+$8.7K	0.01%	800
2018 Q4	$198	Hold	2	–	–	﹤0.01%	1118
2018 Q3	$201	Sell	2 -52	-96%	-$5.24K	﹤0.01%	1119
2018 Q2	$5.42K	Buy	+54	New	+$5.44K	﹤0.01%	913

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 $625M AUM 16.29% 1-Year Est. Return

CCFCSB

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

Sutton Wealth Advisors's CORP Position: Q3 2023 in Review

Sutton Wealth Advisors held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q3 2023 at 17 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Sutton Wealth Advisors first reported a position in CORP in Q2 2018 and has held it in 22 quarters since. The position peaked at $12.4K in Q3 2020. 148 funds tracked by Wall St. Rank hold CORP as of Q3 2023.

Sutton Wealth Advisors held 17 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.55K as of Q3 2023.
Sutton Wealth Advisors left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q3 2023.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #752 holding.
Sutton Wealth Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2018 and has held it in 22 quarters since.
Sutton Wealth Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $12.4K in Q3 2020.
148 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.