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

Modera 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	$6.93M	Buy	+71,487	New	+$6.92M	0.07%	161
2022 Q4	–	Sell	-4,676	Closed	-$427K	–	352
2022 Q3	$427K	Sell	4,676 -4,361	-48%	-$421K	0.02%	201
2022 Q2	$871K	Sell	9,037 -3,287	-27%	-$323K	0.04%	152
2022 Q1	$1.28M	Buy	12,324 +402	+3%	+$43.1K	0.06%	139
2021 Q4	$1.34M	Buy	+11,922	New	+$1.35M	0.05%	144

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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 Munich, Germany $123B AUM 45.23% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

Modera Wealth Management opened a new position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2026: 71,487 shares worth $6.93M. The stake represents 0.07% of the portfolio and ranks #161 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in CORP as recently as Q3 2022.

Modera Wealth Management first reported a position in CORP in Q4 2021 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Modera Wealth Management held 71,487 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $6.93M as of Q2 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund was a new Modera Wealth Management position in Q2 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.07% of Modera Wealth Management's portfolio in Q2 2026, its #161 holding.
Modera Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.