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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
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
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 $625M AUM 16.29% 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
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's CORP Position: Q1 2026 in Review

NewEdge Advisors increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 34% in Q1 2026, buying an estimated $5.74M and bringing the position to 228,881 shares worth $22.2M. The position accounts for 0.08% of the portfolio, ranked #238.

NewEdge Advisors first reported a position in CORP in Q4 2021 and has held it in 12 quarters since. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • NewEdge Advisors held 228,881 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $22.2M as of Q1 2026.
  • NewEdge Advisors bought 58,685 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $5.74M.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.08% of NewEdge Advisors's portfolio in Q1 2026, its #238 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 12 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.