Cerity Partners
CORP icon

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

Cerity 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
2026
Q2 		$5.71M Sell
58,910
-639
-1% -$61.9K 0.01% 1031
2026
Q1 		$5.76M Sell
59,549
-66,786
-53% -$6.54M 0.01% 942
2025
Q4 		$12.4M Buy
126,335
+75,309
+148% +$7.42M 0.02% 558
2025
Q3 		$5.03M Sell
51,026
-6,535
-11% -$637K 0.01% 853
2025
Q2 		$5.6M Sell
57,561
-7,523
-12% -$720K 0.01% 753
2025
Q1 		$6.3M Sell
65,084
-4,242
-6% -$407K 0.01% 647
2024
Q4 		$6.59M Sell
69,326
-4,922
-7% -$477K 0.01% 622
2024
Q3 		$7.38M Buy
74,248
+9,786
+15% +$956K 0.02% 582
2024
Q2 		$6.13M Buy
64,462
+4,575
+8% +$433K 0.02% 554
2024
Q1 		$5.75M Buy
59,887
+3,369
+6% +$323K 0.02% 609
2023
Q4 		$5.5M Sell
56,518
-1,646
-3% -$152K 0.02% 518
2023
Q3 		$5.3M Buy
58,164
+5,899
+11% +$550K 0.03% 408
2023
Q2 		$4.96M Sell
52,265
-1,181
-2% -$112K 0.02% 500
2023
Q1 		$5.14M Buy
53,446
+4,759
+10% +$453K 0.01% 493
2022
Q4 		$4.53M Buy
+48,687
New +$4.5M 0.03% 380

Other funds holding CORP

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
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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Cerity Partners's CORP Position: Q2 2026 in Review

Cerity Partners reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 1.1% in Q2 2026, selling an estimated $61.9K and leaving 58,910 shares worth $5.71M. The position accounts for 0.01% of the portfolio, ranked #1031.

Cerity Partners first reported a position in CORP in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.4M in Q4 2025. 180 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Cerity Partners held 58,910 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $5.71M as of Q2 2026.
  • Cerity Partners sold 639 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $61.9K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1031 holding.
  • Cerity Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $12.4M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.