Martin Worley Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Martin Worley Group’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 Q2	$6.1M	Buy	62,696 +4,811	+8%	+$460K	2.98%	8
2025 Q1	$5.6M	Buy	57,885 +4,250	+8%	+$407K	3.2%	7
2024 Q4	$5.1M	Buy	+53,635	New	+$5.2M	3.19%	7

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

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

Martin Worley Group's CORP Position: Q2 2025 in Review

Martin Worley Group increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 8.3% in Q2 2025, buying an estimated $460K and bringing the position to 62,696 shares worth $6.1M. The position accounts for 2.98% of the portfolio, ranked #8.

Martin Worley Group first reported a position in CORP in Q4 2024 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold CORP as of Q2 2025.

Martin Worley Group held 62,696 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $6.1M as of Q2 2025.
Martin Worley Group bought 4,811 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $460K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 2.98% of Martin Worley Group's portfolio in Q2 2025, its #8 holding.
Martin Worley Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.