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

Lion Street 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	$233K	Buy	+2,045	New	+$199K	0.08%	192
2023 Q3	–	Sell	-2,045	Closed	-$233K	–	259
2023 Q2	$233K	Sell	2,045 -190	-9%	-$18.1K	0.08%	211
2023 Q1	$215K	Buy	+2,235	New	+$213K	0.07%	222

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

VIA

Vickerman Investment Advisors Spokane, Washington $515M AUM 19.07% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lion Street Advisors's CORP Position: Q3 2025 in Review

Lion Street Advisors opened a new position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2025: 2,045 shares worth $233K. The stake represents 0.08% of the portfolio and ranks #192 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in CORP as recently as Q2 2023.

Lion Street Advisors first reported a position in CORP in Q1 2023 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold CORP as of Q3 2025.

Lion Street Advisors held 2,045 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $233K as of Q3 2025.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund was a new Lion Street Advisors position in Q3 2025.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #192 holding.
Lion Street Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2023 and has held it in 3 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 Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.