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

Novem 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 Q3	$15.3M	Buy	166,620 +9,781	+6%	+$927K	1.52%	14
2026 Q2	$15.2M	Buy	156,839 +6,032	+4%	+$584K	1.54%	15
2026 Q1	$14.6M	Buy	150,807 +7,483	+5%	+$732K	1.67%	13
2025 Q4	$14M	Buy	143,324 +6,595	+5%	+$650K	1.61%	13
2025 Q3	$13.5M	Buy	136,729 +8,692	+7%	+$847K	1.58%	14
2025 Q2	$12.5M	Buy	128,037 +8,007	+7%	+$766K	1.57%	16
2025 Q1	$11.6M	Buy	120,030 +13,051	+12%	+$1.25M	1.63%	12
2024 Q4	$10.2M	Buy	+106,979	New	+$10.4M	1.48%	15

Other funds holding CORP

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return

Novem Group's CORP Position: Q3 2026 in Review

Novem Group increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 6.2% in Q3 2026, buying an estimated $927K and bringing the position to 166,620 shares worth $15.3M. The position accounts for 1.52% of the portfolio, ranked #14.

Novem Group first reported a position in CORP in Q4 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

Novem Group held 166,620 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $15.3M as of Q3 2026.
Novem Group bought 9,781 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2026, an estimated $927K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 1.52% of Novem Group's portfolio in Q3 2026, its #14 holding.
Novem Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
43 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.