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

Center for Financial 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	-147	Closed	-$14.2K	–	661
2025 Q1	$14.2K	Buy	147 +2	+1%	+$192	﹤0.01%	434
2024 Q4	$13.8K	Buy	145 +2	+1%	+$194	﹤0.01%	384
2024 Q3	$14.2K	Buy	143 +1	+0.7%	+$98	﹤0.01%	365
2024 Q2	$13.5K	Buy	142 +2	+1%	+$189	﹤0.01%	359
2024 Q1	$13.4K	Buy	140 +2	+1%	+$192	﹤0.01%	370
2023 Q4	$13.5K	Buy	138 +1	+0.7%	+$93	﹤0.01%	336
2023 Q3	$12.5K	Buy	137 +2	+1%	+$187	﹤0.01%	335
2023 Q2	$12.8K	Buy	135 +1	+0.7%	+$95	﹤0.01%	357
2023 Q1	$12.9K	Buy	134 +1	+0.8%	+$95	﹤0.01%	329
2022 Q4	$12.3K	Buy	133 +2	+2%	+$185	﹤0.01%	336
2022 Q3	$12K	Buy	+131	New	+$12.6K	﹤0.01%	334
2020 Q2	–	Sell	-10	Closed	-$1K	–	480
2020 Q1	$1K	Buy	+10	New	+$1.09K	﹤0.01%	527

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

Center for Financial Planning's CORP Position: Q2 2025 in Review

Center for Financial Planning sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2025, closing a stake of 147 shares — an estimated $14.2K sold.

Center for Financial Planning first reported a position in CORP in Q1 2020 and held it in 12 quarters. The position peaked at $14.2K in Q3 2024. 173 funds tracked by Wall St. Rank hold CORP as of Q2 2025.

Center for Financial Planning reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 147 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $14.2K.
Center for Financial Planning first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2020 and held it in 12 quarters.
Center for Financial Planning's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $14.2K in Q3 2024.
173 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.