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BFC Planning, Inc.’s PIMCO Investment Grade Corporate Bond Exchange-Traded Fund CORP Stock Holding History

BFC Planning, Inc.’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 		$245K Sell
2,530
-44
-2% -$4.26K 0.01% 859
2026
Q1 		$249K Buy
2,574
+44
+2% +$4.31K 0.01% 794
2025
Q4 		$248K Buy
+2,530
New +$249K 0.01% 787

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OneDigital Investment Advisors
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Allianz Asset Management
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Mokosak Advisory Group
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UBS Group
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BFC Planning, Inc.'s CORP Position: Q2 2026 in Review

BFC Planning, Inc. reduced its PIMCO Investment Grade Corporate Bond Exchange-Traded Fund (CORP) stake by 1.7% in Q2 2026, selling an estimated $4.26K and leaving 2,530 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #859.

BFC Planning, Inc. first reported a position in CORP in Q4 2025 and has held it in 3 quarters since. The position peaked at $249K in Q1 2026. 195 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • BFC Planning, Inc. held 2,530 shares of PIMCO Investment Grade Corporate Bond Exchange-Traded Fund worth $245K as of Q2 2026.
  • BFC Planning, Inc. sold 44 PIMCO Investment Grade Corporate Bond Exchange-Traded Fund shares in Q2 2026, an estimated $4.26K.
  • PIMCO Investment Grade Corporate Bond Exchange-Traded Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #859 holding.
  • BFC Planning, Inc. first reported a position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s PIMCO Investment Grade Corporate Bond Exchange-Traded Fund position peaked at $249K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Exchange-Traded Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.