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Compass Financial Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's CORP Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1241 holding.
  • 180 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's 13F filing for Q2 2026, filed 12 Aug 2026.