MWM
CORP icon

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

Modern 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
Q1 		$14M Buy
145,358
+5,410
+4% +$530K 0.24% 104
2025
Q4 		$13.7M Buy
139,948
+3,417
+3% +$337K 0.25% 99
2025
Q3 		$13.5M Buy
+136,531
New +$13.3M 0.27% 97
2025
Q2 		– Sell
-2,946
Closed -$285K – 780
2025
Q1 		$285K Sell
2,946
-591
-17% -$56.7K 0.01% 541
2024
Q4 		$336K Sell
3,537
-1,343
-28% -$130K 0.01% 430
2024
Q3 		$485K Buy
4,880
+1
+0% +$98 0.03% 258
2024
Q2 		$464K Buy
+4,879
New +$462K 0.03% 231

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return