IPG Investment Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

IPG Investment Advisors’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	$1.33M	Hold	13,750	–	–	0.19%	111
2026 Q1	$1.33M	Hold	13,750	–	–	0.23%	100
2025 Q4	$1.35M	Hold	13,750	–	–	0.24%	95
2025 Q3	$1.36M	Hold	13,750	–	–	0.24%	87
2025 Q2	$1.34M	Hold	13,750	–	–	0.26%	70
2025 Q1	$1.33M	Hold	13,750	–	–	0.3%	69
2024 Q4	$1.31M	Hold	13,750	–	–	0.3%	67
2024 Q3	$1.37M	Hold	13,750	–	–	0.3%	63
2024 Q2	$1.31M	Hold	13,750	–	–	0.29%	62
2024 Q1	$1.32M	Buy	+13,750	New	+$1.32M	0.29%	60
2022 Q3	–	Sell	-19,030	Closed	-$1.83M	–	152
2022 Q2	$1.83M	Buy	+19,030	New	+$1.87M	0.46%	40
2021 Q4	–	Sell	-5,460	Closed	-$620K	–	214
2021 Q3	$620K	Hold	5,460	–	–	0.2%	61
2021 Q2	$625K	Hold	5,460	–	–	0.18%	72
2021 Q1	$608K	Sell	5,460 -1,597	-23%	-$182K	0.12%	110
2020 Q4	$826K	Buy	7,057 +5,180	+276%	+$600K	0.19%	72
2020 Q3	$215K	Hold	1,877	–	–	0.06%	136
2020 Q2	$214K	Buy	+1,877	New	+$208K	0.07%	112

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 $112B AUM 36.28% 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

IPG Investment Advisors's CORP Position: Q2 2026 in Review

IPG Investment Advisors held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q2 2026 at 13,750 shares worth $1.33M. The position accounts for 0.19% of the portfolio, ranked #111.

IPG Investment Advisors first reported a position in CORP in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.83M in Q2 2022. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

IPG Investment Advisors held 13,750 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.33M as of Q2 2026.
IPG Investment Advisors left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.19% of IPG Investment Advisors's portfolio in Q2 2026, its #111 holding.
IPG Investment Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2020 and has held it in 17 quarters since.
IPG Investment Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.83M in Q2 2022.
191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.