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

Independent Financial 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 		$4.11M Buy
42,389
+8,281
+24% +$802K 0.08% 251
2026
Q1 		$3.3M Buy
34,108
+2,800
+9% +$274K 0.07% 272
2025
Q4 		$3.06M Buy
31,308
+175
+0.6% +$17.2K 0.07% 277
2025
Q3 		$3.07M Buy
31,133
+2,706
+10% +$264K 0.07% 262
2025
Q2 		$2.77M Buy
28,427
+713
+3% +$68.2K 0.08% 256
2025
Q1 		$2.68M Sell
27,714
-1,988
-7% -$191K 0.09% 222
2024
Q4 		$2.82M Buy
29,702
+910
+3% +$88.2K 0.09% 211
2024
Q3 		$2.86M Buy
28,792
+1,929
+7% +$188K 0.11% 197
2024
Q2 		$2.55M Buy
26,863
+4,037
+18% +$382K 0.1% 187
2024
Q1 		$2.19M Buy
22,826
+1,786
+8% +$171K 0.1% 198
2023
Q4 		$2.05M Sell
21,040
-3,474
-14% -$322K 0.11% 206
2023
Q3 		$2.23M Buy
24,514
+3,190
+15% +$298K 0.15% 154
2023
Q2 		$2.02M Buy
+21,324
New +$2.03M 0.14% 160

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 $112B AUM 36.28% 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

Independent Financial Group's CORP Position: Q2 2026 in Review

Independent Financial Group increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 24% in Q2 2026, buying an estimated $802K and bringing the position to 42,389 shares worth $4.11M. The position accounts for 0.08% of the portfolio, ranked #251.

Independent Financial Group first reported a position in CORP in Q2 2023 and has held it in 13 quarters since. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Independent Financial Group held 42,389 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $4.11M as of Q2 2026.
  • Independent Financial Group bought 8,281 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $802K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #251 holding.
  • Independent Financial Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
  • 191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.