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Integrated Wealth Concepts’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Integrated Wealth Concepts’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 		$3.78M Buy
38,996
+111
+0.3% +$10.7K 0.02% 594
2026
Q1 		$3.76M Buy
38,885
+2,179
+6% +$213K 0.03% 512
2025
Q4 		$3.59M Buy
36,706
+1,121
+3% +$110K 0.04% 381
2025
Q3 		$3.51M Sell
35,585
-1,981
-5% -$193K 0.03% 482
2025
Q2 		$3.66M Sell
37,566
-2,915
-7% -$279K 0.04% 422
2025
Q1 		$3.92M Buy
40,481
+2,328
+6% +$223K 0.05% 370
2024
Q4 		$3.63M Buy
38,153
+15,918
+72% +$1.54M 0.04% 370
2024
Q3 		$2.21M Buy
22,235
+13,549
+156% +$1.32M 0.03% 517
2024
Q2 		$826K Sell
8,686
-74
-0.8% -$7K 0.01% 844
2024
Q1 		$841K Sell
8,760
-35
-0.4% -$3.36K 0.01% 835
2023
Q4 		$855K Buy
8,795
+5,164
+142% +$478K 0.01% 794
2023
Q3 		$331K Buy
3,631
+217
+6% +$20.2K 0.01% 1176
2023
Q2 		$324K Sell
3,414
-644
-16% -$61.3K 0.01% 1192
2023
Q1 		$390K Buy
4,058
+604
+17% +$57.5K 0.01% 952
2022
Q4 		$321K Buy
+3,454
New +$319K 0.01% 797

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

Integrated Wealth Concepts's CORP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.29% in Q2 2026, buying an estimated $10.7K and bringing the position to 38,996 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #594.

Integrated Wealth Concepts first reported a position in CORP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.92M in Q1 2025. 194 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Integrated Wealth Concepts held 38,996 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.78M as of Q2 2026.
  • Integrated Wealth Concepts bought 111 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $10.7K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #594 holding.
  • Integrated Wealth Concepts first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $3.92M in Q1 2025.
  • 194 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.