Lindenwold Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Lindenwold Advisors’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
2025 Q3	$5.93M	Buy	60,131 +2,711	+5%	+$264K	2.8%	9
2025 Q2	$5.59M	Buy	57,420 +6,437	+13%	+$616K	2.9%	8
2025 Q1	$4.93M	Buy	50,983 +3,403	+7%	+$326K	2.75%	7
2024 Q4	$4.52M	Buy	47,580 +2,857	+6%	+$277K	2.42%	11
2024 Q3	$4.45M	Buy	44,723 +650	+1%	+$63.5K	2.24%	11
2024 Q2	$4.19M	Buy	44,073 +4,014	+10%	+$380K	2.24%	10
2024 Q1	$3.85M	Buy	40,059 +3,986	+11%	+$382K	2.06%	11
2023 Q4	$3.51M	Buy	36,073 +917	+3%	+$84.9K	1.99%	13
2023 Q3	$3.2M	Buy	35,156 +4,188	+14%	+$391K	1.99%	12
2023 Q2	$2.94M	Buy	30,968 +11,129	+56%	+$1.06M	1.8%	12
2023 Q1	$1.91M	Buy	19,839 +1,197	+6%	+$114K	1.18%	31
2022 Q4	$1.73M	Buy	18,642 +4,324	+30%	+$399K	1.16%	31
2022 Q3	$1.31M	Sell	14,318 -2,375	-14%	-$229K	0.97%	39
2022 Q2	$1.61M	Buy	16,693 +2,466	+17%	+$243K	1.14%	27
2022 Q1	$1.48M	Buy	14,227 +2,234	+19%	+$240K	0.91%	39
2021 Q4	$1.35M	Buy	+11,993	New	+$1.36M	0.79%	44

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

VIA

Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindenwold Advisors's CORP Position: Q3 2025 in Review

Lindenwold Advisors increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 4.7% in Q3 2025, buying an estimated $264K and bringing the position to 60,131 shares worth $5.93M. The position accounts for 2.8% of the portfolio, ranked #9.

Lindenwold Advisors first reported a position in CORP in Q4 2021 and has held it in 16 quarters since. 172 funds tracked by Wall St. Rank hold CORP as of Q3 2025.

Lindenwold Advisors held 60,131 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $5.93M as of Q3 2025.
Lindenwold Advisors bought 2,711 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $264K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 2.8% of Lindenwold Advisors's portfolio in Q3 2025, its #9 holding.
Lindenwold Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and has held it in 16 quarters since.
172 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.