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

Mokosak Advisory 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 		$25M Buy
257,877
+19,105
+8% +$1.87M 6.25% 8
2025
Q4 		$23.4M Buy
238,772
+4,895
+2% +$482K 5.86% 8
2025
Q3 		$23.1M Buy
233,877
+7,268
+3% +$709K 6.03% 8
2025
Q2 		$22.1M Buy
226,609
+5,298
+2% +$507K 6.23% 8
2025
Q1 		$21.4M Buy
221,311
+14,269
+7% +$1.37M 6.61% 8
2024
Q4 		$19.7M Buy
207,042
+3,586
+2% +$348K 5.9% 8
2024
Q3 		$20.2M Buy
203,456
+7,381
+4% +$721K 6.07% 8
2024
Q2 		$18.6M Buy
196,075
+4,947
+3% +$468K 6.16% 8
2024
Q1 		$18.4M Buy
191,128
+14,176
+8% +$1.36M 6.06% 8
2023
Q4 		$17.2M Buy
176,952
+5,778
+3% +$535K 6.17% 8
2023
Q3 		$15.6M Buy
171,174
+5,227
+3% +$488K 6.34% 8
2023
Q2 		$15.7M Buy
165,947
+4,107
+3% +$391K 6.22% 8
2023
Q1 		$15.6M Sell
161,840
-40
-0% -$3.81K 6.63% 8
2022
Q4 		$15.1M Buy
161,880
+9,807
+6% +$906K 6.74% 8
2022
Q3 		$13.9M Sell
152,073
-8,566
-5% -$826K 6.83% 7
2022
Q2 		$15.5M Sell
160,639
-16,357
-9% -$1.61M 7.39% 7
2022
Q1 		$18.4M Buy
176,996
+13,384
+8% +$1.44M 7.47% 7
2021
Q4 		$18.5M Buy
163,612
+6,921
+4% +$784K 7.08% 8
2021
Q3 		$17.8M Sell
156,691
-247
-0.2% -$28.4K 7.38% 7
2021
Q2 		$18M Buy
156,938
+6,252
+4% +$705K 7.55% 7
2021
Q1 		$16.8M Buy
150,686
+18,281
+14% +$2.08M 7.53% 7
2020
Q4 		$15.5M Buy
132,405
+7,797
+6% +$903K 7.41% 8
2020
Q3 		$14.3M Buy
124,608
+3,041
+3% +$352K 8.17% 5
2020
Q2 		$13.9M Buy
121,567
+2,359
+2% +$261K 8.48% 5
2020
Q1 		$12.6M Buy
119,208
+4,864
+4% +$532K 9.42% 5
2019
Q4 		$12.6M Buy
114,344
+5,800
+5% +$635K 7.6% 6
2019
Q3 		$11.9M Buy
108,544
+3,809
+4% +$413K 7.86% 4
2019
Q2 		$11.3M Buy
104,735
+373
+0.4% +$39K 7.6% 6
2019
Q1 		$10.8M Sell
104,362
-631
-0.6% -$63.9K 7.54% 6
2018
Q4 		$10.4M Sell
104,993
-32,860
-24% -$3.25M 8.06% 5
2018
Q3 		$13.9M Buy
137,853
+3,179
+2% +$320K 9.61% 7
2018
Q2 		$13.5M Buy
134,674
+4,170
+3% +$420K 9.92% 6
2018
Q1 		$13.3M Buy
130,504
+790
+0.6% +$81.5K 10.32% 5
2017
Q4 		$13.7M Buy
+129,714
New +$13.7M 10.62% 4

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 $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $95.4B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mokosak Advisory Group's CORP Position: Q1 2026 in Review

Mokosak Advisory Group increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 8% in Q1 2026, buying an estimated $1.87M and bringing the position to 257,877 shares worth $25M. The position accounts for 6.25% of the portfolio, ranked #8.

Mokosak Advisory Group first reported a position in CORP in Q4 2017 and has held it in 34 quarters since. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Mokosak Advisory Group held 257,877 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $25M as of Q1 2026.
  • Mokosak Advisory Group bought 19,105 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $1.87M.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 6.25% of Mokosak Advisory Group's portfolio in Q1 2026, its #8 holding.
  • Mokosak Advisory Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2017 and has held it in 34 quarters since.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.