NewEdge Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

NewEdge Advisors’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	$20.2M	Sell	208,319 -20,562	-9%	-$1.99M	0.06%	301
2026 Q1	$22.2M	Buy	228,881 +58,685	+34%	+$5.74M	0.08%	238
2025 Q4	$16.7M	Sell	170,196 -9,729	-5%	-$958K	0.06%	292
2025 Q3	$17.7M	Buy	179,925 +35,651	+25%	+$3.48M	0.08%	246
2025 Q2	$14M	Buy	144,274 +15,960	+12%	+$1.53M	0.07%	273
2025 Q1	$12.4M	Buy	128,314 +63,931	+99%	+$6.13M	0.07%	273
2024 Q4	$6.12M	Buy	64,383 +28,051	+77%	+$2.72M	0.04%	432
2024 Q3	$3.61M	Buy	36,332 +11,760	+48%	+$1.15M	0.02%	581
2024 Q2	$2.34M	Buy	24,572 +17,344	+240%	+$1.64M	0.02%	690
2024 Q1	$694K	Buy	+7,228	New	+$693K	0.01%	1179
2023 Q1	–	Sell	-1,287	Closed	-$120K	–	3551
2022 Q4	$120K	Buy	+1,287	New	+$119K	﹤0.01%	1374
2022 Q2	–	Sell	-17,024	Closed	-$1.77M	–	1571
2022 Q1	$1.77M	Buy	17,024 +1,174	+7%	+$126K	0.03%	459
2021 Q4	$1.79M	Buy	+15,850	New	+$1.8M	0.03%	488

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

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

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

NewEdge Advisors's CORP Position: Q2 2026 in Review

NewEdge Advisors reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 9% in Q2 2026, selling an estimated $1.99M and leaving 208,319 shares worth $20.2M. The position accounts for 0.06% of the portfolio, ranked #301.

NewEdge Advisors first reported a position in CORP in Q4 2021 and has held it in 13 quarters since. The position peaked at $22.2M in Q1 2026. 194 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

NewEdge Advisors held 208,319 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $20.2M as of Q2 2026.
NewEdge Advisors sold 20,562 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.99M.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #301 holding.
NewEdge Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and has held it in 13 quarters since.
NewEdge Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $22.2M in Q1 2026.
194 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.