Independent Advisor Alliance’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Independent Advisor Alliance’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	$2.96M	Buy	+30,545	New	+$2.99M	0.03%	444
2025 Q1	–	Sell	-50,433	Closed	-$4.8M	–	896
2024 Q4	$4.8M	Buy	+50,433	New	+$4.89M	0.06%	277

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 $625M AUM 16.29% 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

Independent Advisor Alliance's CORP Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2026: 30,545 shares worth $2.96M. The stake represents 0.03% of the portfolio and ranks #444 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CORP as recently as Q4 2024.

Independent Advisor Alliance first reported a position in CORP in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.8M in Q4 2024. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

Independent Advisor Alliance held 30,545 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $2.96M as of Q1 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund was a new Independent Advisor Alliance position in Q1 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #444 holding.
Independent Advisor Alliance first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 2 quarters since.
Independent Advisor Alliance's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $4.8M 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 Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.