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

Cornerstone Wealth 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 		$253K Buy
2,606
+16
+0.6% +$1.55K 0.01% 655
2026
Q1 		$251K Sell
2,590
-7
-0.3% -$685 0.01% 620
2025
Q4 		$254K Buy
2,597
+15
+0.6% +$1.48K 0.01% 589
2025
Q3 		$255K Sell
2,582
-195
-7% -$19K 0.01% 578
2025
Q2 		$270K Sell
2,777
-3,269
-54% -$313K 0.02% 537
2025
Q1 		$585K Sell
6,046
-202
-3% -$19.4K 0.04% 333
2024
Q4 		$594K Sell
6,248
-113,617
-95% -$11M 0.04% 318
2024
Q3 		$11.9M Buy
119,865
+2,660
+2% +$260K 0.84% 19
2024
Q2 		$11.1M Sell
117,205
-1,190
-1% -$113K 0.86% 19
2024
Q1 		$11.4M Buy
118,395
+907
+0.8% +$87K 0.92% 18
2023
Q4 		$11.4M Buy
117,488
+17,833
+18% +$1.65M 0.98% 17
2023
Q3 		$9.08M Buy
99,655
+1,506
+2% +$140K 0.86% 23
2023
Q2 		$9.31M Sell
98,149
-10,607
-10% -$1.01M 0.83% 25
2023
Q1 		$10.5M Buy
+108,756
New +$10.4M 1.03% 16

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

Cornerstone Wealth Management's CORP Position: Q2 2026 in Review

Cornerstone Wealth Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.62% in Q2 2026, buying an estimated $1.55K and bringing the position to 2,606 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #655.

Cornerstone Wealth Management first reported a position in CORP in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.9M in Q3 2024. 192 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Cornerstone Wealth Management held 2,606 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $253K as of Q2 2026.
  • Cornerstone Wealth Management bought 16 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.55K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #655 holding.
  • Cornerstone Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
  • Cornerstone Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $11.9M in Q3 2024.
  • 192 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.