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

Vericrest Private Wealth’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
Q1 		– Sell
-7,602
Closed -$858K – 40
2021
Q4 		$858K Buy
+7,602
New +$861K 0.8% 27

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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

Vericrest Private Wealth's CORP Position: Q1 2022 in Review

Vericrest Private Wealth sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2022, closing a stake of 7,602 shares — an estimated $858K sold.

Vericrest Private Wealth first reported a position in CORP in Q4 2021 and held it in 1 quarter. The position peaked at $858K in Q4 2021. 134 funds tracked by Wall St. Rank hold CORP as of Q1 2022.

  • Vericrest Private Wealth reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Vericrest Private Wealth sold 7,602 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2022, an estimated $858K.
  • Vericrest Private Wealth first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
  • Vericrest Private Wealth's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $858K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2022.

Based on Vericrest Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.