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Larson Financial Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Larson Financial Group’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 		$375K Hold
3,874
– – 0.01% 639
2026
Q1 		$375K Hold
3,874
– – 0.01% 557
2025
Q4 		$379K Buy
3,874
+1,586
+69% +$156K 0.01% 544
2025
Q3 		$226K Buy
+2,288
New +$223K 0.01% 661

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Larson Financial Group's CORP Position: Q2 2026 in Review

Larson Financial Group held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q2 2026 at 3,874 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #639.

Larson Financial Group first reported a position in CORP in Q3 2025 and has held it in 4 quarters since. The position peaked at $379K in Q4 2025. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Larson Financial Group held 3,874 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $375K as of Q2 2026.
  • Larson Financial Group 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 0.01% of Larson Financial Group's portfolio in Q2 2026, its #639 holding.
  • Larson Financial Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • Larson Financial Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $379K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.