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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
Q2 		$49.5K Sell
511
-49
-9% -$4.74K ﹤0.01% 728
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
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 $123B AUM 45.23% 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

Golden State Wealth Management's CORP Position: Q2 2026 in Review

Golden State Wealth Management reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 8.8% in Q2 2026, selling an estimated $4.74K and leaving 511 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Golden State Wealth Management first reported a position in CORP in Q4 2024 and has held it in 7 quarters since. The position peaked at $115K in Q4 2024. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Golden State Wealth Management held 511 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $49.5K as of Q2 2026.
  • Golden State Wealth Management sold 49 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $4.74K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #728 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 7 quarters since.
  • Golden State Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $115K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.