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

Ehrlich Financial Group’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	-2,259	Closed	-$221K	–	113
2025 Q4	$221K	Sell	2,259 -1,900	-46%	-$187K	0.13%	101
2025 Q3	$410K	Sell	4,159 -836	-17%	-$81.5K	0.24%	75
2025 Q2	$486K	Buy	4,995 +970	+24%	+$92.8K	0.31%	67
2025 Q1	$389K	Buy	4,025 +34	+0.9%	+$3.26K	0.28%	71
2024 Q4	$380K	Buy	3,991 +425	+12%	+$41.2K	0.27%	74
2024 Q3	$355K	Buy	3,566 +985	+38%	+$96.2K	0.25%	69
2024 Q2	$245K	Buy	+2,581	New	+$244K	0.19%	88

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

Ehrlich Financial Group's CORP Position: Q1 2026 in Review

Ehrlich Financial Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2026, closing a stake of 2,259 shares — an estimated $221K sold.

Ehrlich Financial Group first reported a position in CORP in Q2 2024 and held it in 7 quarters. The position peaked at $486K in Q2 2025. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

Ehrlich Financial Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Ehrlich Financial Group sold 2,259 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $221K.
Ehrlich Financial Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2024 and held it in 7 quarters.
Ehrlich Financial Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $486K in Q2 2025.
196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.