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

CFC Planning Company’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
Q3 		– Sell
-10,244
Closed -$997K – 99
2025
Q2 		$997K Sell
10,244
-1,908
-16% -$183K 0.94% 30
2025
Q1 		$1.18M Sell
12,152
-12,985
-52% -$1.24M 1.26% 30
2024
Q4 		$2.39M Buy
+25,137
New +$2.44M 2.56% 15

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 $625M AUM 16.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFC Planning Company's CORP Position: Q3 2025 in Review

CFC Planning Company sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2025, closing a stake of 10,244 shares — an estimated $997K sold.

CFC Planning Company first reported a position in CORP in Q4 2024 and held it in 3 quarters. The position peaked at $2.39M in Q4 2024. 172 funds tracked by Wall St. Rank hold CORP as of Q3 2025.

  • CFC Planning Company reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • CFC Planning Company sold 10,244 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $997K.
  • CFC Planning Company first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and held it in 3 quarters.
  • CFC Planning Company's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.39M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on CFC Planning Company's 13F filing for Q3 2025, filed 29 Oct 2025.