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Cary Street Partners’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Cary Street Partners’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
Q4 		– Sell
-2,528
Closed -$249K – 978
2025
Q3 		$249K Sell
2,528
-252
-9% -$24.6K 0.01% 729
2025
Q2 		$271K Buy
2,780
+633
+29% +$60.6K 0.01% 683
2025
Q1 		$208K Buy
+2,147
New +$206K 0.01% 731

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 $123B AUM 45.23% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $515M AUM 19.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cary Street Partners's CORP Position: Q4 2025 in Review

Cary Street Partners sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2025, closing a stake of 2,528 shares — an estimated $249K sold.

Cary Street Partners first reported a position in CORP in Q1 2025 and held it in 3 quarters. The position peaked at $271K in Q2 2025. 192 funds tracked by Wall St. Rank hold CORP as of Q4 2025.

  • Cary Street Partners reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Cary Street Partners sold 2,528 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2025, an estimated $249K.
  • Cary Street Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2025 and held it in 3 quarters.
  • Cary Street Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $271K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2025.

Based on Cary Street Partners's 13F filing for Q4 2025, filed 9 Feb 2026.