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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
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
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

Laurel Oak Wealth Management's CORP Position: Q1 2026 in Review

Laurel Oak Wealth Management reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 9.8% in Q1 2026, selling an estimated $149K and leaving 14,056 shares worth $1.36M. The position accounts for 0.23% of the portfolio, ranked #83.

Laurel Oak Wealth Management first reported a position in CORP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.52M in Q4 2025. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Laurel Oak Wealth Management held 14,056 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.36M as of Q1 2026.
  • Laurel Oak Wealth Management sold 1,524 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $149K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.23% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #83 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 2 quarters since.
  • Laurel Oak Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.52M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.