Great Valley Advisor Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Great Valley Advisor Group’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	$624K	Sell	6,441 -460	-7%	-$44.5K	0.01%	646
2026 Q1	$668K	Sell	6,901 -129,417	-95%	-$12.7M	0.01%	598
2025 Q4	$13.3M	Sell	136,318 -2,787	-2%	-$275K	0.26%	90
2025 Q3	$13.7M	Sell	139,105 -249,495	-64%	-$24.3M	0.28%	88
2025 Q2	$37.8M	Buy	+388,600	New	+$37.2M	0.84%	24

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Munich, Germany $123B AUM 45.23% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Great Valley Advisor Group's CORP Position: Q2 2026 in Review

Great Valley Advisor Group reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 6.7% in Q2 2026, selling an estimated $44.5K and leaving 6,441 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #646.

Great Valley Advisor Group first reported a position in CORP in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.8M in Q2 2025. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Great Valley Advisor Group held 6,441 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $624K as of Q2 2026.
Great Valley Advisor Group sold 460 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $44.5K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #646 holding.
Great Valley Advisor Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
Great Valley Advisor Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $37.8M in Q2 2025.
193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.