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

TAP Consulting’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
2022 Q2	–	Sell	-2,598	Closed	-$271K	–	125
2022 Q1	$271K	Sell	2,598 -1,634	-39%	-$175K	0.07%	121
2021 Q4	$478K	Sell	4,232 -59	-1%	-$6.68K	0.11%	104
2021 Q3	$487K	Sell	4,291 -383	-8%	-$44.1K	0.13%	101
2021 Q2	$535K	Buy	4,674 +1,552	+50%	+$175K	0.15%	96
2021 Q1	$348K	Buy	+3,122	New	+$355K	0.11%	99

Other funds holding CORP

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MAG

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

TAP Consulting's CORP Position: Q2 2022 in Review

TAP Consulting sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2022, closing a stake of 2,598 shares — an estimated $271K sold.

TAP Consulting first reported a position in CORP in Q1 2021 and held it in 5 quarters. The position peaked at $535K in Q2 2021. 122 funds tracked by Wall St. Rank hold CORP as of Q2 2022.

TAP Consulting reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
TAP Consulting sold 2,598 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2022, an estimated $271K.
TAP Consulting first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2021 and held it in 5 quarters.
TAP Consulting's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $535K in Q2 2021.
122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2022.

Based on TAP Consulting's 13F filing for Q2 2022, filed 26 Jul 2022.