LPL Financial
CORP icon

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

LPL Financial’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 		$113M Sell
1,170,855
-92,657
-7% -$8.97M 0.03% 600
2026
Q1 		$122M Buy
1,263,512
+31,598
+3% +$3.09M 0.03% 503
2025
Q4 		$121M Buy
1,231,914
+120,717
+11% +$11.9M 0.03% 476
2025
Q3 		$110M Buy
1,111,197
+275,997
+33% +$26.9M 0.03% 486
2025
Q2 		$81.3M Buy
835,200
+124,194
+17% +$11.9M 0.03% 562
2025
Q1 		$68.8M Buy
711,006
+63,455
+10% +$6.08M 0.03% 557
2024
Q4 		$61.6M Sell
647,551
-64,478
-9% -$6.25M 0.03% 564
2024
Q3 		$70.8M Buy
712,029
+92,489
+15% +$9.03M 0.03% 482
2024
Q2 		$58.9M Buy
619,540
+71,830
+13% +$6.8M 0.03% 505
2024
Q1 		$52.6M Buy
547,710
+153,937
+39% +$14.8M 0.03% 534
2023
Q4 		$38.3M Buy
393,773
+113,903
+41% +$10.5M 0.02% 588
2023
Q3 		$25.5M Buy
279,870
+107,201
+62% +$10M 0.02% 699
2023
Q2 		$16.4M Buy
172,669
+83,113
+93% +$7.91M 0.01% 875
2023
Q1 		$8.62M Buy
89,556
+27,307
+44% +$2.6M 0.01% 1181
2022
Q4 		$5.79M Buy
62,249
+5,266
+9% +$487K 0.01% 1367
2022
Q3 		$5.2M Buy
56,983
+17,463
+44% +$1.68M 0.01% 1355
2022
Q2 		$3.81M Sell
39,520
-11,004
-22% -$1.08M ﹤0.01% 1577
2022
Q1 		$5.26M Sell
50,524
-13,585
-21% -$1.46M ﹤0.01% 1404
2021
Q4 		$7.23M Buy
64,109
+2,742
+4% +$311K 0.01% 1213
2021
Q3 		$6.97M Sell
61,367
-2,077
-3% -$239K 0.01% 1173
2021
Q2 		$7.26M Buy
63,444
+14,971
+31% +$1.69M 0.01% 1094
2021
Q1 		$5.4M Buy
48,473
+2,852
+6% +$324K 0.01% 1183
2020
Q4 		$5.34M Buy
45,621
+3,008
+7% +$348K 0.01% 1080
2020
Q3 		$4.89M Buy
42,613
+5,051
+13% +$585K 0.01% 969
2020
Q2 		$4.29M Buy
37,562
+5,473
+17% +$606K 0.01% 956
2020
Q1 		$3.4M Sell
32,089
-5,907
-16% -$647K 0.01% 909
2019
Q4 		$4.18M Sell
37,996
-15,103
-28% -$1.65M 0.01% 920
2019
Q3 		$5.83M Buy
53,099
+16,952
+47% +$1.84M 0.01% 739
2019
Q2 		$3.88M Buy
36,147
+411
+1% +$42.9K 0.01% 892
2019
Q1 		$3.71M Buy
35,736
+644
+2% +$65.2K 0.01% 889
2018
Q4 		$3.48M Buy
35,092
+536
+2% +$52.9K 0.01% 835
2018
Q3 		$3.48M Sell
34,556
-4,624
-12% -$466K 0.01% 894
2018
Q2 		$3.93M Sell
39,180
-1,514
-4% -$152K 0.01% 817
2018
Q1 		$4.16M Buy
40,694
+6,501
+19% +$671K 0.01% 769
2017
Q4 		$3.61M Sell
34,193
-195
-0.6% -$20.6K 0.01% 779
2017
Q3 		$3.62M Buy
34,388
+3,872
+13% +$408K 0.01% 718
2017
Q2 		$3.21M Buy
30,516
+19
+0.1% +$1.98K 0.01% 724
2017
Q1 		$3.14M Sell
30,497
-531
-2% -$54.5K 0.02% 616
2016
Q4 		$3.18M Buy
31,028
+2,697
+10% +$279K 0.02% 581
2016
Q3 		$3M Sell
28,331
-1,749
-6% -$187K 0.03% 573
2016
Q2 		$3.23M Sell
30,080
-28,727
-49% -$2.99M 0.03% 529
2016
Q1 		$6.08M Sell
58,807
-1,473
-2% -$148K 0.02% 626
2015
Q4 		$5.97M Buy
60,280
+26,886
+81% +$2.7M 0.02% 639
2015
Q3 		$3.36M Sell
33,394
-689
-2% -$69.3K 0.02% 609
2015
Q2 		$3.42M Buy
34,083
+195
+0.6% +$20K 0.02% 667
2015
Q1 		$3.54M Buy
33,888
+8,203
+32% +$855K 0.02% 657
2014
Q4 		$2.64M Buy
25,685
+3,362
+15% +$347K 0.01% 745
2014
Q3 		$2.3M Buy
22,323
+198
+0.9% +$20.5K 0.01% 791
2014
Q2 		$2.28M Buy
22,125
+1,273
+6% +$131K 0.01% 808
2014
Q1 		$2.11M Sell
20,852
-1,985
-9% -$200K 0.01% 807
2013
Q4 		$2.26M Buy
22,837
+638
+3% +$65.3K 0.01% 766
2013
Q3 		$2.27M Buy
22,199
+1,987
+10% +$202K 0.02% 717
2013
Q2 		$2.05M Buy
+20,212
New +$2.15M 0.01% 714

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

LPL Financial's CORP Position: Q2 2026 in Review

LPL Financial reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 7.3% in Q2 2026, selling an estimated $8.97M and leaving 1,170,855 shares worth $113M. The position accounts for 0.03% of the portfolio, ranked #600.

LPL Financial first reported a position in CORP in Q2 2013 and has held it in 53 quarters since. The position peaked at $122M in Q1 2026. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • LPL Financial held 1,170,855 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $113M as of Q2 2026.
  • LPL Financial sold 92,657 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $8.97M.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.03% of LPL Financial's portfolio in Q2 2026, its #600 holding.
  • LPL Financial first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $122M in Q1 2026.
  • 191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.