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

Future Financial Wealth 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
2025
Q4 		– Sell
-100
Closed -$9.86K – 183
2025
Q3 		$9.86K Hold
100
– – 0.01% 382
2025
Q2 		$9.73K Hold
100
– – 0.01% 369
2025
Q1 		$9.68K Sell
100
-100
-50% -$9.59K 0.01% 370
2024
Q4 		$19K Hold
200
– – 0.01% 330
2024
Q3 		$19.9K Buy
+200
New +$19.5K 0.01% 332
2024
Q2 		– Sell
-400
Closed -$38.4K – 180
2024
Q1 		$38.4K Buy
+400
New +$38.3K 0.03% 289
2023
Q1 		– Sell
-16,353
Closed -$1.52M – 112
2022
Q4 		$1.52M Sell
16,353
-2,659
-14% -$246K 1.73% 11
2022
Q3 		$1.83M Sell
19,012
-874
-4% -$84.3K 2.11% 7
2022
Q2 		$2.07M Hold
19,886
– – 2.02% 6
2022
Q1 		$2.07M Buy
19,886
+2,510
+14% +$269K 1.72% 6
2021
Q4 		$1.95M Buy
17,376
+762
+5% +$86.3K 1.56% 10
2021
Q3 		$1.9M Hold
16,614
– – 1.96% 9
2021
Q2 		$1.9M Sell
16,614
-252
-1% -$28.4K 1.96% 9
2021
Q1 		$1.88M Buy
16,866
+150
+0.9% +$17.1K 2.16% 13
2020
Q4 		$1.96M Buy
+16,716
New +$1.94M 2.26% 11

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
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $515M AUM 19.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Future Financial Wealth Management's CORP Position: Q4 2025 in Review

Future Financial Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2025, closing a stake of 100 shares — an estimated $9.86K sold.

Future Financial Wealth Management first reported a position in CORP in Q4 2020 and held it in 15 quarters. The position peaked at $2.07M in Q2 2022. 192 funds tracked by Wall St. Rank hold CORP as of Q4 2025.

  • Future Financial Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 100 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2025, an estimated $9.86K.
  • Future Financial Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 15 quarters.
  • Future Financial Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.07M in Q2 2022.
  • 192 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.