Tarbox Family Office’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Tarbox Family Office’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	-120	Closed	-$12K	–	309
2022 Q1	$12K	Buy	120 +1	+0.8%	+$107	﹤0.01%	358
2021 Q4	$13K	Buy	119 +1	+0.8%	+$113	﹤0.01%	416
2021 Q3	$13K	Hold	118	–	–	﹤0.01%	449
2021 Q2	$14K	Hold	118	–	–	﹤0.01%	430
2021 Q1	$13K	Hold	118	–	–	﹤0.01%	380
2020 Q4	$14K	Hold	118	–	–	﹤0.01%	353
2020 Q3	$14K	Hold	118	–	–	﹤0.01%	333
2020 Q2	$13K	Hold	118	–	–	﹤0.01%	338
2020 Q1	$12K	Buy	+118	New	+$12.9K	﹤0.01%	301

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

Tarbox Family Office's CORP Position: Q2 2022 in Review

Tarbox Family Office sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2022, closing a stake of 120 shares — an estimated $12K sold.

Tarbox Family Office first reported a position in CORP in Q1 2020 and held it in 9 quarters. The position peaked at $14K in Q2 2021. 122 funds tracked by Wall St. Rank hold CORP as of Q2 2022.

Tarbox Family Office reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 120 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2022, an estimated $12K.
Tarbox Family Office first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2020 and held it in 9 quarters.
Tarbox Family Office's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $14K 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 Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.