SYM Financial Corp’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

SYM Financial Corp’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
2025 Q3	–	Sell	-12,343	Closed	-$1.2M	–	420
2025 Q2	$1.2M	Buy	+12,343	New	+$1.18M	0.13%	48
2023 Q4	–	Sell	-1,660	Closed	-$151K	–	181
2023 Q3	$151K	Buy	+1,660	New	+$155K	0.03%	97

Other funds holding CORP

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RIP

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

VIA

Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return

MAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SYM Financial Corp's CORP Position: Q3 2025 in Review

SYM Financial Corp sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2025, closing a stake of 12,343 shares — an estimated $1.2M sold.

SYM Financial Corp first reported a position in CORP in Q3 2023 and held it in 2 quarters. The position peaked at $1.2M in Q2 2025. 172 funds tracked by Wall St. Rank hold CORP as of Q3 2025.

SYM Financial Corp reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
SYM Financial Corp sold 12,343 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $1.2M.
SYM Financial Corp first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2023 and held it in 2 quarters.
SYM Financial Corp's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.2M in Q2 2025.
172 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.