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

Bernard 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 		$4.45M Buy
46,001
+1,430
+3% +$140K 1.9% 14
2025
Q4 		$4.36M Buy
44,571
+3,064
+7% +$302K 1.77% 15
2025
Q3 		$4.09M Buy
41,507
+4,075
+11% +$397K 1.71% 16
2025
Q2 		$3.64M Buy
37,432
+5,487
+17% +$525K 1.69% 17
2025
Q1 		$3.09M Buy
31,945
+201
+0.6% +$19.3K 1.51% 18
2024
Q4 		$3.02M Buy
+31,744
New +$3.08M 1.42% 18

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Bernard Wealth Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 3.2% in Q1 2026, buying an estimated $140K and bringing the position to 46,001 shares worth $4.45M. The position accounts for 1.9% of the portfolio, ranked #14.

Bernard Wealth Management first reported a position in CORP in Q4 2024 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Bernard Wealth Management held 46,001 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $4.45M as of Q1 2026.
  • Bernard Wealth Management bought 1,430 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $140K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 1.9% of Bernard Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Bernard Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.