BAM Wealth Management
CORP icon

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

BAM 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
Q3 		$988K Sell
10,763
-138
-1% -$13.1K 0.53% 43
2026
Q2 		$1.06M Sell
10,901
-988
-8% -$95.7K 0.66% 34
2026
Q1 		$1.15M Sell
11,889
-781
-6% -$76.4K 0.86% 26
2025
Q4 		$1.24M Sell
12,670
-1,662
-12% -$164K 0.9% 23
2025
Q3 		$1.41M Buy
+14,332
New +$1.4M 1.09% 20

Other funds holding CORP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

BAM Wealth Management's CORP Position: Q3 2026 in Review

BAM Wealth Management reduced its PIMCO Investment Grade Corporate Bond Exchange-Traded Fund (CORP) stake by 1.3% in Q3 2026, selling an estimated $13.1K and leaving 10,763 shares worth $988K. The position accounts for 0.53% of the portfolio, ranked #43.

BAM Wealth Management first reported a position in CORP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q3 2025. 107 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

  • BAM Wealth Management held 10,763 shares of PIMCO Investment Grade Corporate Bond Exchange-Traded Fund worth $988K as of Q3 2026.
  • BAM Wealth Management sold 138 PIMCO Investment Grade Corporate Bond Exchange-Traded Fund shares in Q3 2026, an estimated $13.1K.
  • PIMCO Investment Grade Corporate Bond Exchange-Traded Fund made up 0.53% of BAM Wealth Management's portfolio in Q3 2026, its #43 holding.
  • BAM Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's PIMCO Investment Grade Corporate Bond Exchange-Traded Fund position peaked at $1.41M in Q3 2025.
  • 107 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.