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Capital Analysts LLC’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Capital Analysts LLC’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 		$2.22M Buy
22,965
+2,729
+13% +$267K 0.06% 238
2025
Q4 		$1.98M Buy
20,236
+2,192
+12% +$216K 0.05% 241
2025
Q3 		$1.78M Buy
18,044
+1,801
+11% +$176K 0.05% 239
2025
Q2 		$1.58M Buy
16,243
+3,185
+24% +$305K 0.05% 234
2025
Q1 		$1.26M Buy
13,058
+374
+3% +$35.9K 0.05% 236
2024
Q4 		$1.21M Sell
12,684
-453
-3% -$43.9K 0.05% 227
2024
Q3 		$1.31M Sell
13,137
-120
-0.9% -$11.7K 0.05% 219
2024
Q2 		$1.26M Sell
13,257
-1,587
-11% -$150K 0.06% 220
2024
Q1 		$1.43M Buy
14,844
+1,603
+12% +$154K 0.07% 203
2023
Q4 		$1.29M Buy
+13,241
New +$1.23M 0.06% 205
2021
Q2 		– Sell
-325
Closed -$36K – 965
2021
Q1 		$36K Sell
325
-106
-25% -$12.1K ﹤0.01% 634
2020
Q4 		$50K Hold
431
– – ﹤0.01% 422
2020
Q3 		$49K Sell
431
-36
-8% -$4.17K ﹤0.01% 406
2020
Q2 		$53K Buy
467
+60
+15% +$6.65K 0.01% 369
2020
Q1 		$43K Sell
407
-9
-2% -$985 0.01% 357
2019
Q4 		$46K Hold
416
– – ﹤0.01% 403
2019
Q3 		$45K Sell
416
-290
-41% -$31.5K ﹤0.01% 396
2019
Q2 		$76K Buy
706
+344
+95% +$35.9K 0.01% 307
2019
Q1 		$37K Buy
362
+85
+31% +$8.6K ﹤0.01% 382
2018
Q4 		$27K Hold
277
– – ﹤0.01% 381
2018
Q3 		$28K Hold
277
– – ﹤0.01% 372
2018
Q2 		$28K Buy
+277
New +$27.9K ﹤0.01% 381

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

Capital Analysts LLC's CORP Position: Q1 2026 in Review

Capital Analysts LLC increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 13% in Q1 2026, buying an estimated $267K and bringing the position to 22,965 shares worth $2.22M. The position accounts for 0.06% of the portfolio, ranked #238.

Capital Analysts LLC first reported a position in CORP in Q2 2018 and has held it in 22 quarters since. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Capital Analysts LLC held 22,965 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $2.22M as of Q1 2026.
  • Capital Analysts LLC bought 2,729 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $267K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.06% of Capital Analysts LLC's portfolio in Q1 2026, its #238 holding.
  • Capital Analysts LLC first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2018 and has held it in 22 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 Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.