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

tru Independence’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
2021 Q1	–	Sell	-54,777	Closed	-$6.38K	–	371
2020 Q4	$6.38K	Buy	54,777 +5,722	+12%	+$663K	0.01%	277
2020 Q3	$5.63M	Buy	+49,055	New	+$5.68M	1.59%	16
2020 Q2	–	Sell	-51,222	Closed	-$5.42K	–	886
2020 Q1	$5.42K	Buy	51,222 +6	+0%	+$657	0.88%	21
2019 Q4	$5.42M	Buy	+51,216	New	+$5.61M	0.78%	46

Other funds holding CORP

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MAG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFA

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

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

TCM

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

tru Independence's CORP Position: Q1 2021 in Review

tru Independence sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2021, closing a stake of 54,777 shares — an estimated $6.38K sold.

tru Independence first reported a position in CORP in Q4 2019 and held it in 4 quarters. The position peaked at $5.63M in Q3 2020. 133 funds tracked by Wall St. Rank hold CORP as of Q1 2021.

tru Independence reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
tru Independence sold 54,777 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2021, an estimated $6.38K.
tru Independence first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2019 and held it in 4 quarters.
tru Independence's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $5.63M in Q3 2020.
133 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.