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

Arkadios Wealth 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
2026
Q2 		$259K Sell
2,672
-481
-15% -$46.6K ﹤0.01% 1486
2026
Q1 		$305K Buy
3,153
+547
+21% +$53.5K 0.01% 1355
2025
Q4 		$255K Buy
+2,606
New +$257K ﹤0.01% 1328

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 $123B AUM 45.23% 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

Arkadios Wealth Advisors's CORP Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 15% in Q2 2026, selling an estimated $46.6K and leaving 2,672 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Arkadios Wealth Advisors first reported a position in CORP in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q1 2026. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Arkadios Wealth Advisors held 2,672 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $259K as of Q2 2026.
  • Arkadios Wealth Advisors sold 481 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $46.6K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1486 holding.
  • Arkadios Wealth Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Arkadios Wealth Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $305K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.