Walkner Condon Financial Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Walkner Condon Financial Advisors’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 Q3	–	Sell	-2,182	Closed	-$249K	–	146
2021 Q2	$249K	Buy	+2,182	New	+$246K	0.09%	145

Other funds holding CORP

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

MAG

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

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

TCM

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

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

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

Walkner Condon Financial Advisors's CORP Position: Q3 2021 in Review

Walkner Condon Financial Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2021, closing a stake of 2,182 shares — an estimated $249K sold.

Walkner Condon Financial Advisors first reported a position in CORP in Q2 2021 and held it in 1 quarter. The position peaked at $249K in Q2 2021. 125 funds tracked by Wall St. Rank hold CORP as of Q3 2021.

Walkner Condon Financial Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
Walkner Condon Financial Advisors sold 2,182 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2021, an estimated $249K.
Walkner Condon Financial Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2021 and held it in 1 quarter.
Walkner Condon Financial Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $249K in Q2 2021.
125 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.