FCH
CORP icon

Freestone Capital Holdings’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Freestone Capital Holdings’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 		– Sell
-2,500
Closed -$242K – 637
2026
Q1 		$242K Buy
+2,500
New +$245K 0.01% 484
2021
Q1 		– Sell
-97
Closed -$11.4K – 528
2020
Q4 		$11.4K Hold
97
– – ﹤0.01% 834
2020
Q3 		$11.1K Buy
+97
New +$11.2K ﹤0.01% 726

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

Freestone Capital Holdings's CORP Position: Q2 2026 in Review

Freestone Capital Holdings sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2026, closing a stake of 2,500 shares — an estimated $242K sold.

Freestone Capital Holdings first reported a position in CORP in Q3 2020 and held it in 3 quarters. The position peaked at $242K in Q1 2026. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Freestone Capital Holdings reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Freestone Capital Holdings sold 2,500 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $242K.
  • Freestone Capital Holdings first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2020 and held it in 3 quarters.
  • Freestone Capital Holdings's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $242K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.