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

Financial Gravity 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 		$3.48K Hold
36
– – ﹤0.01% 681
2025
Q4 		$3.52K Hold
36
– – ﹤0.01% 575
2025
Q3 		$3.55K Buy
+36
New +$3.51K ﹤0.01% 719
2025
Q1 		$3.48K Buy
+36
New +$3.45K ﹤0.01% 758
2024
Q2 		$14.6K Sell
154
-247
-62% -$23.4K ﹤0.01% 429
2024
Q1 		$39K Hold
401
– – 0.01% 285
2023
Q4 		$39K Buy
+401
New +$37.1K 0.01% 286

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
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 $1.89T 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 $123B AUM 45.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Financial Gravity Asset Management's CORP Position: Q1 2026 in Review

Financial Gravity Asset Management held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q1 2026 at 36 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Financial Gravity Asset Management first reported a position in CORP in Q4 2023 and has held it in 7 quarters since. The position peaked at $39K in Q1 2024. 197 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Financial Gravity Asset Management held 36 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.48K as of Q1 2026.
  • Financial Gravity Asset Management left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #681 holding.
  • Financial Gravity Asset Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 7 quarters since.
  • Financial Gravity Asset Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $39K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.