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

Lodestone 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 		$12.2K Hold
126
– – ﹤0.01% 491
2026
Q1 		$12.2K Hold
126
– – ﹤0.01% 480
2025
Q4 		$12.3K Buy
+126
New +$12.4K 0.01% 474

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

Lodestone Wealth Management's CORP Position: Q2 2026 in Review

Lodestone Wealth Management held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q2 2026 at 126 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Lodestone Wealth Management first reported a position in CORP in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.3K in Q4 2025. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Lodestone Wealth Management held 126 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $12.2K as of Q2 2026.
  • Lodestone Wealth Management 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 Lodestone Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Lodestone 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.
  • Lodestone Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $12.3K 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 Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.