Glass Jacobson Investment Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Glass Jacobson Investment Advisors’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 Q2	–	Sell	-4,120	Closed	-$392K	–	611
2025 Q1	$392K	Hold	4,120	–	–	0.13%	173
2024 Q4	$392K	Sell	4,120 -514	-11%	-$49.8K	0.13%	173
2024 Q3	$461K	Sell	4,634 -220	-5%	-$21.5K	0.15%	149
2024 Q2	$461K	Sell	4,854 -250	-5%	-$23.7K	0.17%	139
2024 Q1	$490K	Sell	5,104 -120	-2%	-$11.5K	0.18%	128
2023 Q4	$508K	Sell	5,224 -80	-2%	-$7.4K	0.21%	122
2023 Q3	$483K	Hold	5,304	–	–	0.22%	122
2023 Q2	$503K	Buy	+5,304	New	+$505K	0.23%	120
2022 Q4	$558K	Buy	+5,999	New	+$554K	0.28%	107

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

VIA

Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Glass Jacobson Investment Advisors's CORP Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2025, closing a stake of 4,120 shares — an estimated $392K sold.

Glass Jacobson Investment Advisors first reported a position in CORP in Q4 2022 and held it in 9 quarters. The position peaked at $558K in Q4 2022. 173 funds tracked by Wall St. Rank hold CORP as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 4,120 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $392K.
Glass Jacobson Investment Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $558K in Q4 2022.
173 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.