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

Atria Wealth Solutions’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
2025 Q2	$464K	Buy	4,764 +32	+0.7%	+$3.06K	0.01%	955
2025 Q1	$458K	Sell	4,732 -3	-0.1%	-$288	0.01%	1245
2024 Q4	$452K	Sell	4,735 -3,031	-39%	-$294K	﹤0.01%	1328
2024 Q3	$772K	Sell	7,766 -158	-2%	-$15.4K	0.01%	1032
2024 Q2	$753K	Buy	7,924 +656	+9%	+$62.1K	0.01%	1023
2024 Q1	$698K	Buy	7,268 +1,103	+18%	+$106K	0.01%	1083
2023 Q4	$601K	Buy	6,165 +2,215	+56%	+$205K	0.01%	1118
2023 Q3	$360K	Sell	3,950 -2,057	-34%	-$192K	0.01%	1298
2023 Q2	$570K	Buy	6,007 +115	+2%	+$11K	0.01%	1097
2023 Q1	$567K	Sell	5,892 -236	-4%	-$22.5K	0.01%	1058
2022 Q4	$571K	Buy	6,128 +1,540	+34%	+$142K	0.01%	1006
2022 Q3	$419K	Sell	4,588 -2,031	-31%	-$196K	0.01%	1128
2022 Q2	$637K	Buy	6,619 +37	+0.6%	+$3.64K	0.01%	864
2022 Q1	$686K	Buy	+6,582	New	+$706K	0.01%	907

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

VIA

Vickerman Investment Advisors Spokane, Washington $515M AUM 19.07% 1-Year Est. Return

MAG

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

Atria Wealth Solutions's CORP Position: Q2 2025 in Review

Atria Wealth Solutions increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.68% in Q2 2025, buying an estimated $3.06K and bringing the position to 4,764 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #955.

Atria Wealth Solutions first reported a position in CORP in Q1 2022 and has held it in 14 quarters since. The position peaked at $772K in Q3 2024. 173 funds tracked by Wall St. Rank hold CORP as of Q2 2025.

Atria Wealth Solutions held 4,764 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $464K as of Q2 2025.
Atria Wealth Solutions bought 32 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $3.06K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #955 holding.
Atria Wealth Solutions first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $772K in Q3 2024.
173 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.