Kiley Juergens Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Kiley Juergens Wealth Management’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	$260K	Hold	2,685	–	–	0.04%	211
2026 Q1	$260K	Buy	+2,685	New	+$263K	0.05%	201
2018 Q4	–	Sell	-215	Closed	-$21K	–	157
2018 Q3	$21K	Hold	215	–	–	0.02%	352
2018 Q2	$21K	Buy	+215	New	+$21.6K	0.02%	317
2018 Q1	–	Sell	-215	Closed	-$22K	–	186
2017 Q4	$22K	Buy	+215	New	+$22.7K	0.02%	333

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

Kiley Juergens Wealth Management's CORP Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q2 2026 at 2,685 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #211.

Kiley Juergens Wealth Management first reported a position in CORP in Q4 2017 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Kiley Juergens Wealth Management held 2,685 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $260K as of Q2 2026.
Kiley Juergens Wealth Management 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 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #211 holding.
Kiley Juergens Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2017 and has held it in 5 quarters since.
191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.