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

AE Wealth Management’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 Q1	$704K	Hold	7,275	–	–	﹤0.01%	957
2025 Q4	$712K	Sell	7,275 -112	-2%	-$11K	﹤0.01%	910
2025 Q3	$729K	Buy	7,387 +7,159	+3,140%	+$698K	﹤0.01%	838
2025 Q2	$22.2K	Sell	228 -4	-2%	-$383	﹤0.01%	1745
2025 Q1	$22.5K	Hold	232	–	–	﹤0.01%	1719
2024 Q4	$22.1K	Buy	+232	New	+$22.5K	﹤0.01%	1717
2021 Q1	–	Sell	-2,496	Closed	-$292K	–	1493
2020 Q4	$292K	Buy	2,496 +610	+32%	+$70.6K	﹤0.01%	1152
2020 Q3	$216K	Sell	1,886 -324	-15%	-$37.5K	﹤0.01%	1155
2020 Q2	$253K	Sell	2,210 -10,193	-82%	-$1.13M	﹤0.01%	1084
2020 Q1	$1.31M	Buy	+12,403	New	+$1.36M	0.03%	416

Other funds holding CORP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MAG

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AE Wealth Management's CORP Position: Q1 2026 in Review

AE Wealth Management held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q1 2026 at 7,275 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

AE Wealth Management first reported a position in CORP in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.31M in Q1 2020. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

AE Wealth Management held 7,275 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $704K as of Q1 2026.
AE Wealth Management left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #957 holding.
AE Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2020 and has held it in 10 quarters since.
AE Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.31M in Q1 2020.
196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.