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

Financial Gravity Companies’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
2025 Q2	$3.5K	Buy	+36	New	+$3.44K	﹤0.01%	707
2024 Q4	$3.42K	Hold	36	–	–	﹤0.01%	706
2024 Q3	$3.58K	Buy	+36	New	+$3.52K	﹤0.01%	448

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

VIA

Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Financial Gravity Companies's CORP Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2025: 36 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CORP as recently as Q4 2024.

Financial Gravity Companies first reported a position in CORP in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.58K in Q3 2024. 173 funds tracked by Wall St. Rank hold CORP as of Q2 2025.

Financial Gravity Companies held 36 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.5K as of Q2 2025.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund was a new Financial Gravity Companies position in Q2 2025.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #707 holding.
Financial Gravity Companies first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2024 and has held it in 3 quarters since.
Financial Gravity Companies's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $3.58K in Q3 2024.
173 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.