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

Laurel Oak 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	$1.36M	Buy	14,071 +15	+0.1%	+$1.45K	0.2%	92
2026 Q1	$1.36M	Sell	14,056 -1,524	-10%	-$149K	0.23%	83
2025 Q4	$1.52M	Buy	+15,580	New	+$1.53M	0.26%	76

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

Laurel Oak Wealth Management's CORP Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.11% in Q2 2026, buying an estimated $1.45K and bringing the position to 14,071 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #92.

Laurel Oak Wealth Management first reported a position in CORP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.52M in Q4 2025. 194 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Laurel Oak Wealth Management held 14,071 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.36M as of Q2 2026.
Laurel Oak Wealth Management bought 15 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.45K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.2% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #92 holding.
Laurel Oak Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.52M in Q4 2025.
194 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.