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

Golden State 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
2026 Q1	$54.2K	Hold	560	–	–	0.01%	657
2025 Q4	$54.8K	Buy	560 +9	+2%	+$887	0.01%	670
2025 Q3	$54.3K	Sell	551 -171	-24%	-$16.7K	0.01%	651
2025 Q2	$70.3K	Sell	722 -329	-31%	-$31.5K	0.01%	569
2025 Q1	$102K	Sell	1,051 -161	-13%	-$15.4K	0.02%	438
2024 Q4	$115K	Buy	+1,212	New	+$117K	0.02%	407

Other funds holding CORP

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MAG

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Golden State Wealth Management's CORP Position: Q1 2026 in Review

Golden State Wealth Management held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q1 2026 at 560 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #657.

Golden State Wealth Management first reported a position in CORP in Q4 2024 and has held it in 6 quarters since. The position peaked at $115K in Q4 2024. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

Golden State Wealth Management held 560 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $54.2K as of Q1 2026.
Golden State Wealth Management left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #657 holding.
Golden State Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Golden State Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $115K in Q4 2024.
196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.