Ground Swell Capital’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Ground Swell Capital’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	-4,458	Closed	-$431K	–	167
2025 Q1	$431K	Buy	+4,458	New	+$427K	0.93%	28

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

Ground Swell Capital's CORP Position: Q2 2025 in Review

Ground Swell Capital sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2025, closing a stake of 4,458 shares — an estimated $431K sold.

Ground Swell Capital first reported a position in CORP in Q1 2025 and held it in 1 quarter. The position peaked at $431K in Q1 2025. 173 funds tracked by Wall St. Rank hold CORP as of Q2 2025.

Ground Swell Capital reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Ground Swell Capital sold 4,458 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $431K.
Ground Swell Capital first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
Ground Swell Capital's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $431K in Q1 2025.
173 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.