Focus Partners Wealth
CORP icon

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

Focus Partners Wealth’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 		$583K Sell
6,023
-147
-2% -$14.4K ﹤0.01% 1849
2025
Q4 		$604K Sell
6,170
-691
-10% -$68.1K ﹤0.01% 1872
2025
Q3 		$677K Buy
6,861
+691
+11% +$67.4K ﹤0.01% 1457
2025
Q2 		$600K Sell
6,170
-22
-0.4% -$2.1K ﹤0.01% 1341
2025
Q1 		$599K Sell
6,192
-235
-4% -$22.5K ﹤0.01% 1266
2024
Q4 		$611K Sell
6,427
-558
-8% -$54.1K ﹤0.01% 1237
2024
Q3 		$695K Buy
6,985
+166
+2% +$16.2K ﹤0.01% 1047
2024
Q2 		$648K Buy
6,819
+711
+12% +$67.3K ﹤0.01% 889
2024
Q1 		$587K Sell
6,108
-14
-0.2% -$1.34K ﹤0.01% 696
2023
Q4 		$595K Buy
+6,122
New +$567K 0.01% 545

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

Focus Partners Wealth's CORP Position: Q1 2026 in Review

Focus Partners Wealth reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 2.4% in Q1 2026, selling an estimated $14.4K and leaving 6,023 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Focus Partners Wealth first reported a position in CORP in Q4 2023 and has held it in 10 quarters since. The position peaked at $695K in Q3 2024. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Focus Partners Wealth held 6,023 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $583K as of Q1 2026.
  • Focus Partners Wealth sold 147 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $14.4K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1849 holding.
  • Focus Partners Wealth first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $695K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.