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

EverSource Wealth Advisors’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 		$181K Sell
1,868
-261
-12% -$25.3K 0.01% 1048
2026
Q1 		$206K Sell
2,129
-499
-19% -$48.8K 0.01% 1036
2025
Q4 		$257K Sell
2,628
-484
-16% -$47.7K 0.01% 833
2025
Q3 		$307K Sell
3,112
-3,904
-56% -$381K 0.01% 719
2025
Q2 		$683K Sell
7,016
-3,674
-34% -$351K 0.03% 366
2025
Q1 		$1.03M Buy
+10,690
New +$1.02M 0.06% 237
2023
Q4 		– Sell
-102
Closed -$9.29K – 2659
2023
Q3 		$9.29K Buy
+102
New +$9.51K ﹤0.01% 1446

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

EverSource Wealth Advisors's CORP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 12% in Q2 2026, selling an estimated $25.3K and leaving 1,868 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #1048.

EverSource Wealth Advisors first reported a position in CORP in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2025. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • EverSource Wealth Advisors held 1,868 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $181K as of Q2 2026.
  • EverSource Wealth Advisors sold 261 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $25.3K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1048 holding.
  • EverSource Wealth Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2023 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.03M in Q1 2025.
  • 191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.