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

Keystone Wealth 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	$397K	Hold	4,102	–	–	0.08%	215
2025 Q4	$401K	Hold	4,102	–	–	0.08%	174
2025 Q3	$405K	Hold	4,102	–	–	0.09%	206
2025 Q2	$399K	Sell	4,102 -100	-2%	-$9.57K	0.1%	197
2025 Q1	$407K	Hold	4,202	–	–	0.11%	175
2024 Q4	$400K	Buy	4,202 +154	+4%	+$14.9K	0.11%	172
2024 Q3	$403K	Hold	4,048	–	–	0.11%	165
2024 Q2	$385K	Hold	4,048	–	–	0.12%	153
2024 Q1	$389K	Buy	4,048 +914	+29%	+$87.6K	0.13%	148
2023 Q4	$305K	Sell	3,134 -390	-11%	-$36.1K	0.1%	166
2023 Q3	$321K	Hold	3,524	–	–	0.12%	157
2023 Q2	$334K	Sell	3,524 -220	-6%	-$20.9K	0.12%	146
2023 Q1	$360K	Sell	3,744 -333	-8%	-$31.7K	0.15%	134
2022 Q4	$379K	Sell	4,077 -82	-2%	-$7.58K	0.17%	122
2022 Q3	$379K	Sell	4,159 -104	-2%	-$10K	0.18%	103
2022 Q2	$411K	Hold	4,263	–	–	0.18%	101
2022 Q1	$444K	Hold	4,263	–	–	0.18%	104
2021 Q4	$481K	Buy	+4,263	New	+$483K	0.2%	96

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Keystone Wealth Services's CORP Position: Q1 2026 in Review

Keystone Wealth Services held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q1 2026 at 4,102 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #215.

Keystone Wealth Services first reported a position in CORP in Q4 2021 and has held it in 18 quarters since. The position peaked at $481K in Q4 2021. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

Keystone Wealth Services held 4,102 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $397K as of Q1 2026.
Keystone Wealth Services left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.08% of Keystone Wealth Services's portfolio in Q1 2026, its #215 holding.
Keystone Wealth Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and has held it in 18 quarters since.
Keystone Wealth Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $481K in Q4 2021.
196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.