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

Net Worth 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 Q2	$521K	Sell	5,376 -100,839	-95%	-$9.76M	0.13%	178
2026 Q1	$10.3M	Buy	106,215 +2,125	+2%	+$208K	2.13%	10
2025 Q4	$10.2M	Buy	104,090 +10,799	+12%	+$1.06M	2.06%	11
2025 Q3	$9.2M	Sell	93,291 -4,261	-4%	-$415K	2.66%	7
2025 Q2	$9.49M	Buy	97,552 +344	+0.4%	+$32.9K	2.1%	11
2025 Q1	$9.41M	Buy	97,208 +1,346	+1%	+$129K	2.96%	7
2024 Q4	$9.12M	Sell	95,862 -448	-0.5%	-$43.4K	2.77%	7
2024 Q3	$9.58M	Buy	+96,310	New	+$9.4M	2.84%	7

Other funds holding CORP

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return