BWM
CORP icon

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

BCS 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
Q1 		– Sell
-2,164
Closed -$212K – 268
2025
Q4 		$212K Buy
+2,164
New +$213K 0.02% 341
2025
Q2 		– Sell
-2,266
Closed -$219K – 264
2025
Q1 		$219K Sell
2,266
-673
-23% -$64.5K 0.06% 230
2024
Q4 		$280K Buy
2,939
+203
+7% +$19.7K 0.07% 207
2024
Q3 		$272K Sell
2,736
-129
-5% -$12.6K 0.12% 138
2024
Q2 		$272K Buy
2,865
+1
+0% +$95 0.13% 126
2024
Q1 		$275K Sell
2,864
-40
-1% -$3.83K 0.09% 195
2023
Q4 		$282K Buy
2,904
+111
+4% +$10.3K 0.1% 174
2023
Q3 		$254K Buy
2,793
+159
+6% +$14.8K 0.11% 165
2023
Q2 		$250K Sell
2,634
-185
-7% -$17.6K 0.18% 96
2023
Q1 		$271K Sell
2,819
-14,114
-83% -$1.34M 0.12% 128
2022
Q4 		$1.57M Hold
16,933
– – 0.66% 39
2022
Q3 		$1.54M Sell
16,933
-70
-0.4% -$6.75K 0.73% 31
2022
Q2 		$1.64M Sell
17,003
-407
-2% -$40.1K 0.73% 33
2022
Q1 		$1.81M Sell
17,410
-514
-3% -$55.1K 0.75% 30
2021
Q4 		$2.02M Buy
17,924
+185
+1% +$21K 0.73% 28
2021
Q3 		$2.02M Sell
17,739
-22
-0.1% -$2.53K 0.86% 23
2021
Q2 		$2.03M Sell
17,761
-133
-0.7% -$15K 1.08% 18
2021
Q1 		$1.99M Buy
17,894
+402
+2% +$45.7K 0.95% 24
2020
Q4 		$2.05M Sell
17,492
-53
-0.3% -$6.14K 1.06% 20
2020
Q3 		$2.01M Buy
17,545
+57
+0.3% +$6.6K 1.14% 20
2020
Q2 		$2M Buy
17,488
+1
+0% +$111 1.2% 20
2020
Q1 		$1.85M Buy
17,487
+1,019
+6% +$112K 1.3% 20
2019
Q4 		$1.81M Buy
+16,468
New +$1.8M 1.21% 21

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BCS Wealth Management's CORP Position: Q1 2026 in Review

BCS Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2026, closing a stake of 2,164 shares — an estimated $212K sold.

BCS Wealth Management first reported a position in CORP in Q4 2019 and held it in 23 quarters. The position peaked at $2.05M in Q4 2020. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • BCS Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 2,164 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $212K.
  • BCS Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2019 and held it in 23 quarters.
  • BCS Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.05M in Q4 2020.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.