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

Kingsview 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
Q1 		$1.35M Buy
13,921
+31
+0.2% +$3.03K 0.02% 597
2025
Q4 		$1.36M Buy
13,890
+594
+4% +$58.5K 0.02% 557
2025
Q3 		$1.31M Sell
13,296
-92
-0.7% -$8.97K 0.02% 542
2025
Q2 		$1.3M Sell
13,388
-203
-1% -$19.4K 0.02% 517
2025
Q1 		$1.32M Sell
13,591
-138
-1% -$13.2K 0.02% 477
2024
Q4 		$1.31M Buy
13,729
+1,005
+8% +$97.4K 0.03% 487
2024
Q3 		$1.27M Sell
12,724
-428
-3% -$41.8K 0.03% 478
2024
Q2 		$1.25M Buy
13,152
+42
+0.3% +$3.98K 0.03% 453
2024
Q1 		$1.26M Sell
13,110
-39
-0.3% -$3.74K 0.03% 443
2023
Q4 		$1.28M Buy
13,149
+103
+0.8% +$9.53K 0.04% 396
2023
Q3 		$1.19M Sell
13,046
-1,193
-8% -$111K 0.04% 391
2023
Q2 		$1.35M Sell
14,239
-588
-4% -$56K 0.05% 321
2023
Q1 		$1.43M Sell
14,827
-202
-1% -$19.2K 0.06% 309
2022
Q4 		$1.4M Sell
15,029
-557
-4% -$51.5K 0.06% 286
2022
Q3 		$1.42M Buy
15,586
+245
+2% +$23.6K 0.07% 268
2022
Q2 		$1.48M Sell
15,341
-33
-0.2% -$3.25K 0.07% 274
2022
Q1 		$1.6M Sell
15,374
-1,421
-8% -$152K 0.07% 281
2021
Q4 		$1.9M Buy
16,795
+170
+1% +$19.3K 0.08% 256
2021
Q3 		$1.89M Sell
16,625
-222
-1% -$25.6K 0.09% 233
2021
Q2 		$1.93M Buy
16,847
+351
+2% +$39.6K 0.1% 227
2021
Q1 		$1.84M Buy
16,496
+1,918
+13% +$218K 0.1% 205
2020
Q4 		$1.71M Buy
14,578
+1,663
+13% +$193K 0.12% 181
2020
Q3 		$1.48M Buy
12,915
+971
+8% +$112K 0.13% 168
2020
Q2 		$1.36M Buy
11,944
+1,772
+17% +$196K 0.14% 166
2020
Q1 		$1.08M Buy
10,172
+553
+6% +$60.5K 0.15% 168
2019
Q4 		$1.06M Buy
9,619
+718
+8% +$78.7K 0.13% 185
2019
Q3 		$977K Buy
8,901
+328
+4% +$35.6K 0.15% 162
2019
Q2 		$921K Buy
8,573
+1,731
+25% +$181K 0.15% 162
2019
Q1 		$710K Buy
6,842
+324
+5% +$32.8K 0.11% 220
2018
Q4 		$646K Buy
6,518
+900
+16% +$88.9K 0.14% 182
2018
Q3 		$565K Sell
5,618
-901
-14% -$90.8K 0.11% 211
2018
Q2 		$654K Buy
6,519
+682
+12% +$68.7K 0.16% 163
2018
Q1 		$597K Buy
5,837
+1,644
+39% +$170K 0.15% 180
2017
Q4 		$443K Buy
4,193
+1,068
+34% +$113K 0.16% 180
2017
Q3 		$329K Buy
3,125
+549
+21% +$57.9K 0.14% 199
2017
Q2 		$271K Buy
2,576
+560
+28% +$58.4K 0.14% 200
2017
Q1 		$208K Buy
+2,016
New +$207K 0.12% 218

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

Kingsview Wealth Management's CORP Position: Q1 2026 in Review

Kingsview Wealth Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.22% in Q1 2026, buying an estimated $3.03K and bringing the position to 13,921 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #597.

Kingsview Wealth Management first reported a position in CORP in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.93M in Q2 2021. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Kingsview Wealth Management held 13,921 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.35M as of Q1 2026.
  • Kingsview Wealth Management bought 31 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $3.03K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #597 holding.
  • Kingsview Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.93M in Q2 2021.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.