Keystone Financial Group (Kentucky)’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Keystone Financial Group (Kentucky)’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	$401K	Buy	4,137 +33	+0.8%	+$3.19K	0.02%	368
2026 Q1	$397K	Buy	4,104 +291	+8%	+$28.5K	0.03%	339
2025 Q4	$373K	Buy	3,813 +907	+31%	+$89.3K	0.03%	305
2025 Q3	$287K	Buy	2,906 +129	+5%	+$12.6K	0.02%	331
2025 Q2	$270K	Sell	2,777 -223	-7%	-$21.3K	0.02%	345
2025 Q1	$290K	Buy	3,000 +170	+6%	+$16.3K	0.03%	302
2024 Q4	$269K	Buy	+2,830	New	+$274K	0.03%	313

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 $123B AUM 45.23% 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

Keystone Financial Group (Kentucky)'s CORP Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.8% in Q2 2026, buying an estimated $3.19K and bringing the position to 4,137 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #368.

Keystone Financial Group (Kentucky) first reported a position in CORP in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Keystone Financial Group (Kentucky) held 4,137 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $401K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 33 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $3.19K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #368 holding.
Keystone Financial Group (Kentucky) first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.