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COMPASS FINANCIAL MANAGEMENT LLC’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$3.68K Buy
+38
New +$3.68K ﹤0.01% 1241

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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
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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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CORP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2026: 38 shares worth $3.68K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings.

149 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 38 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.68K as of Q2 2026.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1241 holding.
  • 149 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.