Envestnet Asset Management
CORP icon

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

Envestnet Asset 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
Q1 		$7.91M Buy
81,757
+3,399
+4% +$333K ﹤0.01% 1987
2025
Q4 		$7.67M Buy
78,358
+3,471
+5% +$342K ﹤0.01% 1880
2025
Q3 		$7.39M Sell
74,887
-35,473
-32% -$3.46M ﹤0.01% 1969
2025
Q2 		$10.7M Buy
110,360
+18,486
+20% +$1.77M ﹤0.01% 1686
2025
Q1 		$8.89M Buy
91,874
+5,235
+6% +$502K ﹤0.01% 1747
2024
Q4 		$8.24M Buy
86,639
+50
+0.1% +$4.84K ﹤0.01% 1775
2024
Q3 		$8.61M Buy
86,589
+8,517
+11% +$832K ﹤0.01% 1740
2024
Q2 		$7.42M Sell
78,072
-3,648
-4% -$345K ﹤0.01% 1754
2024
Q1 		$7.85M Buy
81,720
+3,295
+4% +$316K ﹤0.01% 1683
2023
Q4 		$7.63M Sell
78,425
-764
-1% -$70.7K ﹤0.01% 1608
2023
Q3 		$7.22M Buy
79,189
+10,605
+15% +$989K ﹤0.01% 1579
2023
Q2 		$6.51M Buy
68,584
+7,805
+13% +$743K ﹤0.01% 1556
2023
Q1 		$5.85M Sell
60,779
-26,390
-30% -$2.51M ﹤0.01% 1569
2022
Q4 		$8.11M Buy
87,169
+19,103
+28% +$1.76M ﹤0.01% 1322
2022
Q3 		$6.21M Buy
68,066
+10,605
+18% +$1.02M ﹤0.01% 1406
2022
Q2 		$5.54M Sell
57,461
-16,047
-22% -$1.58M ﹤0.01% 1468
2022
Q1 		$7.66M Buy
73,508
+3,035
+4% +$326K ﹤0.01% 1370
2021
Q4 		$7.95M Sell
70,473
-17,740
-20% -$2.01M ﹤0.01% 1320
2021
Q3 		$10M Sell
88,213
-3,699
-4% -$426K 0.01% 1149
2021
Q2 		$10.5M Buy
91,912
+38,385
+72% +$4.33M 0.01% 1105
2021
Q1 		$5.96M Buy
53,527
+5,079
+10% +$578K ﹤0.01% 1329
2020
Q4 		$5.67M Buy
48,448
+19,811
+69% +$2.29M ﹤0.01% 1220
2020
Q3 		$3.28M Sell
28,637
-11,126
-28% -$1.29M ﹤0.01% 1358
2020
Q2 		$4.54M Buy
39,763
+19,108
+93% +$2.12M ﹤0.01% 1172
2020
Q1 		$2.19M Sell
20,655
-4,165
-17% -$456K ﹤0.01% 1377
2019
Q4 		$2.73M Sell
24,820
-3,647
-13% -$399K ﹤0.01% 1442
2019
Q3 		$3.12M Sell
28,467
-31,547
-53% -$3.42M ﹤0.01% 1299
2019
Q2 		$6.45M Buy
60,014
+14,313
+31% +$1.5M 0.01% 926
2019
Q1 		$4.74M Buy
45,701
+22,169
+94% +$2.24M 0.01% 1020
2018
Q4 		$2.33M Sell
23,532
-20,502
-47% -$2.03M ﹤0.01% 1258
2018
Q3 		$4.43M Sell
44,034
-150,095
-77% -$15.1M 0.01% 451
2018
Q2 		$19.5M Buy
194,129
+151,019
+350% +$15.2M 0.04% 194
2018
Q1 		$4.38M Sell
43,110
-184,260
-81% -$19M 0.01% 437
2017
Q4 		$24M Buy
227,370
+17,591
+8% +$1.86M 0.05% 192
2017
Q3 		$22.1M Buy
209,779
+7,763
+4% +$819K 0.05% 197
2017
Q2 		$21.2M Buy
202,016
+13,288
+7% +$1.39M 0.06% 196
2017
Q1 		$19.4M Buy
188,728
+120,526
+177% +$12.4M 0.06% 205
2016
Q4 		$6.98M Buy
68,202
+33,320
+96% +$3.45M 0.03% 435
2016
Q3 		$3.72M Buy
34,882
+8,842
+34% +$944K 0.01% 693
2016
Q2 		$2.77M Buy
26,040
+3,217
+14% +$335K 0.01% 871
2016
Q1 		$2.35M Buy
+22,823
New +$2.29M 0.01% 905
2013
Q4 		– Sell
-483
Closed -$49K – 2461
2013
Q3 		$49K Buy
+483
New +$49.2K ﹤0.01% 1197

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management's CORP Position: Q1 2026 in Review

Envestnet Asset Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 4.3% in Q1 2026, buying an estimated $333K and bringing the position to 81,757 shares worth $7.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Envestnet Asset Management first reported a position in CORP in Q3 2013 and has held it in 42 quarters since. The position peaked at $24M in Q4 2017. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Envestnet Asset Management held 81,757 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $7.91M as of Q1 2026.
  • Envestnet Asset Management bought 3,399 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $333K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1987 holding.
  • Envestnet Asset Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2013 and has held it in 42 quarters since.
  • Envestnet Asset Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $24M in Q4 2017.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.