EK
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Evensky & Katz’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Evensky & Katz’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 		$6.3M Buy
65,063
+15,043
+30% +$1.47M 0.36% 26
2025
Q4 		$4.89M Buy
50,020
+11,545
+30% +$1.14M 0.28% 28
2025
Q3 		$3.79M Buy
38,475
+16,244
+73% +$1.58M 0.22% 33
2025
Q2 		$2.16M Buy
22,231
+15,732
+242% +$1.51M 0.13% 40
2025
Q1 		$629K Sell
6,499
-43,975
-87% -$4.22M 0.04% 58
2024
Q4 		$4.8M Buy
50,474
+11,034
+28% +$1.07M 0.31% 28
2024
Q3 		$3.92M Buy
39,440
+6,666
+20% +$651K 0.26% 32
2024
Q2 		$3.12M Buy
32,774
+12,670
+63% +$1.2M 0.22% 35
2024
Q1 		$1.93M Buy
20,104
+8,422
+72% +$807K 0.14% 43
2023
Q4 		$1.14M Buy
11,682
+6,287
+117% +$582K 0.09% 49
2023
Q3 		$492K Sell
5,395
-56,487
-91% -$5.27M 0.04% 56
2023
Q2 		$5.87M Buy
61,882
+8,081
+15% +$770K 0.45% 26
2023
Q1 		$5.18M Buy
53,801
+34,037
+172% +$3.24M 0.42% 26
2022
Q4 		$1.84M Buy
19,764
+1,361
+7% +$126K 0.17% 40
2022
Q3 		$1.68M Buy
18,403
+3,179
+21% +$307K 0.2% 36
2022
Q2 		$1.47M Buy
15,224
+11,006
+261% +$1.08M 0.17% 39
2022
Q1 		$439K Sell
4,218
-74,678
-95% -$8.01M 0.04% 52
2021
Q4 		$8.9M Buy
78,896
+8,918
+13% +$1.01M 0.86% 23
2021
Q3 		$7.95M Buy
69,978
+6,159
+10% +$709K 0.83% 22
2021
Q2 		$7.31M Buy
63,819
+22,067
+53% +$2.49M 0.75% 23
2021
Q1 		$4.65M Buy
41,752
+22,843
+121% +$2.6M 0.51% 25
2020
Q4 		$2.21M Buy
18,909
+15,796
+507% +$1.83M 0.27% 28
2020
Q3 		$357K Sell
3,113
-8,242
-73% -$955K 0.05% 53
2020
Q2 		$1.3M Sell
11,355
-610
-5% -$67.6K 0.19% 36
2020
Q1 		$1.27M Buy
11,965
+2,942
+33% +$322K 0.2% 37
2019
Q4 		$992K Buy
9,023
+2,061
+30% +$226K 0.14% 44
2019
Q3 		$764K Buy
6,962
+4,623
+198% +$502K 0.1% 57
2019
Q2 		$251K Sell
2,339
-33,564
-93% -$3.51M 0.03% 76
2019
Q1 		$3.72M Buy
35,903
+5,869
+20% +$594K 0.52% 27
2018
Q4 		$2.97M Buy
30,034
+8,596
+40% +$849K 0.49% 24
2018
Q3 		$2.16M Buy
21,438
+12,445
+138% +$1.25M 0.32% 24
2018
Q2 		$902K Sell
8,993
-345,905
-97% -$34.8M 0.16% 32
2018
Q1 		$36.3M Buy
+354,898
New +$36.6M 6.26% 4

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 $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
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

Evensky & Katz's CORP Position: Q1 2026 in Review

Evensky & Katz increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 30% in Q1 2026, buying an estimated $1.47M and bringing the position to 65,063 shares worth $6.3M. The position accounts for 0.36% of the portfolio, ranked #26.

Evensky & Katz first reported a position in CORP in Q1 2018 and has held it in 33 quarters since. The position peaked at $36.3M in Q1 2018. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Evensky & Katz held 65,063 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $6.3M as of Q1 2026.
  • Evensky & Katz bought 15,043 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $1.47M.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.36% of Evensky & Katz's portfolio in Q1 2026, its #26 holding.
  • Evensky & Katz first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2018 and has held it in 33 quarters since.
  • Evensky & Katz's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $36.3M in Q1 2018.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.