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

Element Wealth’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	$519K	Sell	5,359 -179	-3%	-$17.3K	0.19%	114
2026 Q1	$536K	Sell	5,538 -341	-6%	-$33.4K	0.22%	103
2025 Q4	$575K	Sell	5,879 -70	-1%	-$6.9K	0.24%	98
2025 Q3	$587K	Sell	5,949 -106	-2%	-$10.3K	0.26%	87
2025 Q2	$589K	Sell	6,055 -464	-7%	-$44.4K	0.27%	79
2025 Q1	$631K	Sell	6,519 -50	-0.8%	-$4.79K	0.34%	66
2024 Q4	$625K	Buy	6,569 +14	+0.2%	+$1.36K	0.33%	65
2024 Q3	$652K	Sell	6,555 -209	-3%	-$20.4K	0.35%	58
2024 Q2	$643K	Buy	6,764 +490	+8%	+$46.4K	0.36%	55
2024 Q1	$603K	Buy	6,274 +13	+0.2%	+$1.25K	0.35%	55
2023 Q4	$609K	Buy	+6,261	New	+$579K	0.38%	49

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

Element Wealth's CORP Position: Q2 2026 in Review

Element Wealth reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 3.2% in Q2 2026, selling an estimated $17.3K and leaving 5,359 shares worth $519K. The position accounts for 0.19% of the portfolio, ranked #114.

Element Wealth first reported a position in CORP in Q4 2023 and has held it in 11 quarters since. The position peaked at $652K in Q3 2024. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Element Wealth held 5,359 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $519K as of Q2 2026.
Element Wealth sold 179 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $17.3K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.19% of Element Wealth's portfolio in Q2 2026, its #114 holding.
Element Wealth first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Element Wealth's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $652K in Q3 2024.
193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.