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

Barnes Wealth Management Group’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	$406K	Sell	4,193 -163	-4%	-$15.8K	0.19%	120
2026 Q1	$422K	Sell	4,356 -220	-5%	-$21.5K	0.21%	105
2025 Q4	$448K	Sell	4,576 -32	-0.7%	-$3.15K	0.24%	92
2025 Q3	$454K	Sell	4,608 -7,077	-61%	-$690K	0.25%	90
2025 Q2	$1.14M	Sell	11,685 -1,015	-8%	-$97.1K	0.67%	43
2025 Q1	$1.23M	Buy	12,700 +1,481	+13%	+$142K	0.79%	39
2024 Q4	$1.07M	Buy	+11,219	New	+$1.09M	0.72%	40

Other funds holding CORP

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Barnes Wealth Management Group's CORP Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 3.7% in Q2 2026, selling an estimated $15.8K and leaving 4,193 shares worth $406K. The position accounts for 0.19% of the portfolio, ranked #120.

Barnes Wealth Management Group first reported a position in CORP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2025. 58 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Barnes Wealth Management Group held 4,193 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $406K as of Q2 2026.
Barnes Wealth Management Group sold 163 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $15.8K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.19% of Barnes Wealth Management Group's portfolio in Q2 2026, its #120 holding.
Barnes Wealth Management Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.23M in Q1 2025.
58 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.