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

Fortitude Financial’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	–	Sell	-2,619	Closed	-$256K	–	40
2025 Q4	$256K	Buy	+2,619	New	+$258K	0.22%	34
2025 Q2	–	Sell	-15,259	Closed	-$1.48M	–	32
2025 Q1	$1.48M	Hold	15,259	–	–	1.41%	15
2024 Q4	$1.45M	Buy	+15,259	New	+$1.48M	0.81%	12

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Fortitude Financial's CORP Position: Q1 2026 in Review

Fortitude Financial sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2026, closing a stake of 2,619 shares — an estimated $256K sold.

Fortitude Financial first reported a position in CORP in Q4 2024 and held it in 3 quarters. The position peaked at $1.48M in Q1 2025. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

Fortitude Financial reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Fortitude Financial sold 2,619 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $256K.
Fortitude Financial first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and held it in 3 quarters.
Fortitude Financial's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.48M in Q1 2025.
196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Fortitude Financial's 13F filing for Q1 2026, filed 24 Apr 2026.