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 Q2	$1.44M	Buy	14,885 +7,610	+105%	+$737K	0.01%	775
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Munich, Germany $123B AUM 45.23% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

AE Wealth Management's CORP Position: Q2 2026 in Review

AE Wealth Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 105% in Q2 2026, buying an estimated $737K and bringing the position to 14,885 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #775.

AE Wealth Management first reported a position in CORP in Q1 2020 and has held it in 11 quarters since. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

AE Wealth Management held 14,885 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.44M as of Q2 2026.
AE Wealth Management bought 7,610 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $737K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #775 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 11 quarters since.
193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.