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 Q2	$7.69M	Sell	79,372 -65,986	-45%	-$6.39M	0.09%	210
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 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

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

Modern Wealth Management reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 45% in Q2 2026, selling an estimated $6.39M and leaving 79,372 shares worth $7.69M. The position accounts for 0.09% of the portfolio, ranked #210.

Modern Wealth Management first reported a position in CORP in Q2 2024 and has held it in 8 quarters since. The position peaked at $14M in Q1 2026. 192 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Modern Wealth Management held 79,372 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $7.69M as of Q2 2026.
Modern Wealth Management sold 65,986 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $6.39M.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.09% of Modern Wealth Management's portfolio in Q2 2026, its #210 holding.
Modern Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $14M in Q1 2026.
192 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.