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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
Q2 		$4.85M Buy
50,079
+4,078
+9% +$395K 1.79% 14
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $123B AUM 45.23% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

Bernard Wealth Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 8.9% in Q2 2026, buying an estimated $395K and bringing the position to 50,079 shares worth $4.85M. The position accounts for 1.79% of the portfolio, ranked #14.

Bernard Wealth Management first reported a position in CORP in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Bernard Wealth Management held 50,079 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $4.85M as of Q2 2026.
  • Bernard Wealth Management bought 4,078 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $395K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 1.79% of Bernard Wealth Management's portfolio in Q2 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 7 quarters since.
  • 193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.