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

Dakota 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 		$5.42M Buy
55,926
+2,772
+5% +$268K 0.1% 185
2026
Q1 		$5.15M Sell
53,154
-6,722
-11% -$658K 0.11% 174
2025
Q4 		$5.86M Buy
+59,876
New +$5.9M 0.1% 155

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 $112B AUM 36.28% 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

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

Dakota Wealth Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 5.2% in Q2 2026, buying an estimated $268K and bringing the position to 55,926 shares worth $5.42M. The position accounts for 0.1% of the portfolio, ranked #185.

Dakota Wealth Management first reported a position in CORP in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.86M in Q4 2025. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Dakota Wealth Management held 55,926 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $5.42M as of Q2 2026.
  • Dakota Wealth Management bought 2,772 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $268K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.1% of Dakota Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Dakota Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Dakota Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $5.86M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.