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

Millstone Evans 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
2026 Q1	$24.5K	Hold	253	–	–	0.01%	456
2025 Q4	$24.8K	Hold	253	–	–	0.01%	443
2025 Q3	$25K	Hold	253	–	–	0.02%	426
2025 Q2	$24.6K	Hold	253	–	–	0.02%	418
2025 Q1	$24.5K	Hold	253	–	–	0.02%	421
2024 Q4	$24.1K	Buy	+253	New	+$24.5K	0.02%	396

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Millstone Evans Group's CORP Position: Q1 2026 in Review

Millstone Evans Group held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q1 2026 at 253 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #456.

Millstone Evans Group first reported a position in CORP in Q4 2024 and has held it in 6 quarters since. The position peaked at $25K in Q3 2025. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

Millstone Evans Group held 253 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $24.5K as of Q1 2026.
Millstone Evans Group left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Millstone Evans Group's portfolio in Q1 2026, its #456 holding.
Millstone Evans Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Millstone Evans Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $25K in Q3 2025.
196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.