Avantax Advisory Services’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Avantax Advisory Services’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	$5.94M	Buy	61,041 +9,056	+17%	+$866K	0.03%	402
2025 Q1	$5.03M	Buy	51,985 +9,755	+23%	+$935K	0.03%	414
2024 Q4	$4.02M	Buy	42,230 +12,071	+40%	+$1.17M	0.03%	467
2024 Q3	$3M	Buy	30,159 +15,354	+104%	+$1.5M	0.02%	546
2024 Q2	$1.41M	Buy	14,805 +11,780	+389%	+$1.12M	0.01%	807
2024 Q1	$291K	Buy	+3,025	New	+$290K	﹤0.01%	1315
2020 Q4	–	Sell	-3,516	Closed	-$403K	–	1010
2020 Q3	$403K	Buy	+3,516	New	+$407K	0.01%	889

Other funds holding CORP

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

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

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

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

VIA

Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return

MAG

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

Avantax Advisory Services's CORP Position: Q2 2025 in Review

Avantax Advisory Services increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 17% in Q2 2025, buying an estimated $866K and bringing the position to 61,041 shares worth $5.94M. The position accounts for 0.03% of the portfolio, ranked #402.

Avantax Advisory Services first reported a position in CORP in Q3 2020 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold CORP as of Q2 2025.

Avantax Advisory Services held 61,041 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $5.94M as of Q2 2025.
Avantax Advisory Services bought 9,056 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $866K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #402 holding.
Avantax Advisory Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2020 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.