BWM
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BAM Wealth Management’s PIMCO Investment Grade Corporate Bond Index 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
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

RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

BAM Wealth Management reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 8.3% in Q2 2026, selling an estimated $95.7K and leaving 10,901 shares worth $1.06M. The position accounts for 0.66% of the portfolio, ranked #34.

BAM Wealth Management first reported a position in CORP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q3 2025. 99 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • BAM Wealth Management held 10,901 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.06M as of Q2 2026.
  • BAM Wealth Management sold 988 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $95.7K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.66% of BAM Wealth Management's portfolio in Q2 2026, its #34 holding.
  • BAM Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.41M in Q3 2025.
  • 99 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.