Barnes Wealth Management Group’s PIMCO Investment Grade Corporate Bond 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 Q3	$371K	Sell	4,046 -147	-4%	-$13.9K	0.17%	125
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Barnes Wealth Management Group's CORP Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its PIMCO Investment Grade Corporate Bond Exchange-Traded Fund (CORP) stake by 3.5% in Q3 2026, selling an estimated $13.9K and leaving 4,046 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #125.

Barnes Wealth Management Group first reported a position in CORP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2025. 97 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

Barnes Wealth Management Group held 4,046 shares of PIMCO Investment Grade Corporate Bond Exchange-Traded Fund worth $371K as of Q3 2026.
Barnes Wealth Management Group sold 147 PIMCO Investment Grade Corporate Bond Exchange-Traded Fund shares in Q3 2026, an estimated $13.9K.
PIMCO Investment Grade Corporate Bond Exchange-Traded Fund made up 0.17% of Barnes Wealth Management Group's portfolio in Q3 2026, its #125 holding.
Barnes Wealth Management Group first reported a position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
Barnes Wealth Management Group's PIMCO Investment Grade Corporate Bond Exchange-Traded Fund position peaked at $1.23M in Q1 2025.
97 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.