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

Milestone Asset 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 Q3	$748K	Buy	8,146 +36	+0.4%	+$3.41K	0.12%	149
2026 Q2	$786K	Sell	8,110 -518	-6%	-$50.1K	0.12%	154
2026 Q1	$835K	Sell	8,628 -1,361	-14%	-$133K	0.15%	131
2025 Q4	$977K	Sell	9,989 -1,942	-16%	-$191K	0.18%	109
2025 Q3	$1.18M	Sell	11,931 -4,434	-27%	-$432K	0.22%	75
2025 Q2	$1.59M	Sell	16,365 -221	-1%	-$21.1K	0.34%	54
2025 Q1	$1.61M	Buy	16,586 +2,142	+15%	+$205K	0.34%	66
2024 Q4	$1.37M	Sell	14,444 -301	-2%	-$29.2K	0.3%	79
2024 Q3	$1.47M	Buy	14,745 +33	+0.2%	+$3.22K	0.33%	64
2024 Q2	$1.4M	Buy	+14,712	New	+$1.39M	0.35%	58

Other funds holding CORP

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Milestone Asset Management's CORP Position: Q3 2026 in Review

Milestone Asset Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.44% in Q3 2026, buying an estimated $3.41K and bringing the position to 8,146 shares worth $748K. The position accounts for 0.12% of the portfolio, ranked #149.

Milestone Asset Management first reported a position in CORP in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.61M in Q1 2025. 25 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

Milestone Asset Management held 8,146 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $748K as of Q3 2026.
Milestone Asset Management bought 36 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2026, an estimated $3.41K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.12% of Milestone Asset Management's portfolio in Q3 2026, its #149 holding.
Milestone Asset Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2024 and has held it in 10 quarters since.
Milestone Asset Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.61M in Q1 2025.
25 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.