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

Creative Planning’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	$227K	Buy	2,343 +123	+6%	+$11.9K	﹤0.01%	3785
2026 Q1	$215K	Hold	2,220	–	–	﹤0.01%	3681
2025 Q4	$217K	Buy	+2,220	New	+$219K	﹤0.01%	3485
2024 Q3	–	Sell	-2,250	Closed	-$214K	–	3220
2024 Q2	$214K	Buy	+2,250	New	+$213K	﹤0.01%	2629
2023 Q4	–	Sell	-1,562	Closed	-$142K	–	2822
2023 Q3	$142K	Sell	1,562 -577	-27%	-$53.8K	﹤0.01%	2329
2023 Q2	$203K	Buy	+2,139	New	+$204K	﹤0.01%	2207
2022 Q3	–	Sell	-2,224	Closed	-$214K	–	2345
2022 Q2	$214K	Sell	2,224 -768	-26%	-$75.6K	﹤0.01%	1834
2022 Q1	$312K	Buy	+2,992	New	+$321K	﹤0.01%	1617
2020 Q2	–	Sell	-4,260	Closed	-$451K	–	2037
2020 Q1	$451K	Sell	4,260 -361	-8%	-$39.5K	﹤0.01%	996
2019 Q4	$508K	Buy	+4,621	New	+$506K	﹤0.01%	1102
2015 Q1	–	Sell	-610	Closed	-$63K	–	4234
2014 Q4	$63K	Buy	+610	New	+$62.9K	﹤0.01%	1842

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Munich, Germany $123B AUM 45.23% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Creative Planning's CORP Position: Q2 2026 in Review

Creative Planning increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 5.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,343 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3785.

Creative Planning first reported a position in CORP in Q4 2014 and has held it in 11 quarters since. The position peaked at $508K in Q4 2019. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Creative Planning held 2,343 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $227K as of Q2 2026.
Creative Planning bought 123 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $11.9K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3785 holding.
Creative Planning first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2014 and has held it in 11 quarters since.
Creative Planning's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $508K in Q4 2019.
193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.