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

Waverly Advisors’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$552K Buy
5,674
+2,004
+55% +$195K 0.01% 768
2025
Q1 		$355K Buy
3,670
+425
+13% +$41.1K ﹤0.01% 873
2024
Q4 		$309K Buy
+3,245
New +$309K ﹤0.01% 813