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

Concurrent Investment Advisors’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 Q1	–	Sell	-7,641	Closed	-$748K	–	1958
2025 Q4	$748K	Buy	7,641 +382	+5%	+$37.6K	0.01%	961
2025 Q3	$716K	Buy	7,259 +2,216	+44%	+$216K	0.01%	772
2025 Q2	$491K	Buy	5,043 +933	+23%	+$89.3K	0.01%	857
2025 Q1	$398K	Buy	+4,110	New	+$394K	0.01%	815

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Concurrent Investment Advisors's CORP Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2026, closing a stake of 7,641 shares — an estimated $748K sold.

Concurrent Investment Advisors first reported a position in CORP in Q1 2025 and held it in 4 quarters. The position peaked at $748K in Q4 2025. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

Concurrent Investment Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 7,641 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $748K.
Concurrent Investment Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2025 and held it in 4 quarters.
Concurrent Investment Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $748K in Q4 2025.
196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.