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

Advisortrust Partners’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
2026
Q2 		– Sell
-1,953
Closed -$189K – 215
2026
Q1 		$189K Buy
+1,953
New +$191K 0.08% 176

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Advisortrust Partners's CORP Position: Q2 2026 in Review

Advisortrust Partners sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2026, closing a stake of 1,953 shares — an estimated $189K sold.

Advisortrust Partners first reported a position in CORP in Q1 2026 and held it in 1 quarter. The position peaked at $189K in Q1 2026. 190 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Advisortrust Partners reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 1,953 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $189K.
  • Advisortrust Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $189K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.