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Kestra Advisory Services’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Kestra Advisory Services’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 		– Sell
-488
Closed -$47.8K – 3363
2025
Q4 		$47.8K Buy
+488
New +$48.1K ﹤0.01% 3970
2024
Q4 		– Sell
-3,807
Closed -$379K – 2680
2024
Q3 		$379K Sell
3,807
-650
-15% -$63.5K ﹤0.01% 1942
2024
Q2 		$424K Buy
4,457
+490
+12% +$46.4K ﹤0.01% 1887
2024
Q1 		$381K Buy
3,967
+745
+23% +$71.4K ﹤0.01% 1843
2023
Q4 		$313K Buy
3,222
+229
+8% +$21.2K ﹤0.01% 1818
2023
Q3 		$273K Buy
2,993
+12
+0.4% +$1.12K ﹤0.01% 1726
2023
Q2 		$283K Sell
2,981
-15
-0.5% -$1.43K ﹤0.01% 1664
2023
Q1 		$288K Buy
2,996
+437
+17% +$41.6K ﹤0.01% 1588
2022
Q4 		$238K Sell
2,559
-323
-11% -$29.8K ﹤0.01% 1905
2022
Q3 		$263K Sell
2,882
-600
-17% -$57.9K ﹤0.01% 1682
2022
Q2 		$336K Buy
3,482
+719
+26% +$70.8K ﹤0.01% 1552
2022
Q1 		$288K Buy
2,763
+486
+21% +$52.1K ﹤0.01% 1617
2021
Q4 		$257K Sell
2,277
-243
-10% -$27.5K ﹤0.01% 1705
2021
Q3 		$286K Buy
2,520
+95
+4% +$10.9K ﹤0.01% 1704
2021
Q2 		$278K Buy
2,425
+5
+0.2% +$564 ﹤0.01% 1619
2021
Q1 		$270K Sell
2,420
-1,206
-33% -$137K ﹤0.01% 1522
2020
Q4 		$424K Buy
3,626
+3,594
+11,231% +$416K ﹤0.01% 1299
2020
Q3 		$289K Buy
+32
New +$3.71K 0.01% 1136

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Kestra Advisory Services's CORP Position: Q1 2026 in Review

Kestra Advisory Services sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2026, closing a stake of 488 shares — an estimated $47.8K sold.

Kestra Advisory Services first reported a position in CORP in Q3 2020 and held it in 18 quarters. The position peaked at $424K in Q4 2020. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Kestra Advisory Services reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 488 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $47.8K.
  • Kestra Advisory Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2020 and held it in 18 quarters.
  • Kestra Advisory Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $424K in Q4 2020.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.