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

Capital Planning’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
2025 Q2	–	Sell	-3,338	Closed	-$323K	–	84
2025 Q1	$323K	Buy	+3,338	New	+$320K	0.09%	79
2024 Q1	–	Sell	-3,063	Closed	-$299K	–	83
2023 Q4	$299K	Sell	3,063 -7,352	-71%	-$680K	0.11%	67
2023 Q3	$949K	Buy	10,415 +7,130	+217%	+$665K	0.37%	44
2023 Q2	$312K	Buy	+3,285	New	+$313K	0.12%	64
2023 Q1	–	Sell	-22,106	Closed	-$2.06M	–	72
2022 Q4	$2.06M	Buy	+22,106	New	+$2.04M	0.92%	28
2022 Q1	–	Sell	-9,276	Closed	-$1.05M	–	64
2021 Q4	$1.05M	Buy	9,276 +1,308	+16%	+$148K	0.39%	39
2021 Q3	$905K	Buy	7,968 +809	+11%	+$93.1K	0.37%	38
2021 Q2	$820K	Buy	+7,159	New	+$808K	0.35%	39
2021 Q1	–	Sell	-4,016	Closed	-$471K	–	62
2020 Q4	$471K	Buy	+4,016	New	+$465K	0.22%	50

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

VIA

Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Capital Planning's CORP Position: Q2 2025 in Review

Capital Planning sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2025, closing a stake of 3,338 shares — an estimated $323K sold.

Capital Planning first reported a position in CORP in Q4 2020 and held it in 9 quarters. The position peaked at $2.06M in Q4 2022. 173 funds tracked by Wall St. Rank hold CORP as of Q2 2025.

Capital Planning reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Capital Planning sold 3,338 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $323K.
Capital Planning first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 9 quarters.
Capital Planning's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.06M in Q4 2022.
173 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Capital Planning's 13F filing for Q2 2025, filed 21 Jul 2025.