Peak Financial Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Peak Financial Management’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	$223K	Hold	2,305	–	–	0.05%	105
2026 Q1	$223K	Sell	2,305 -470	-17%	-$46K	0.06%	90
2025 Q4	$272K	Hold	2,775	–	–	0.07%	82
2025 Q3	$274K	Hold	2,775	–	–	0.07%	77
2025 Q2	$270K	Sell	2,775 -210	-7%	-$20.1K	0.08%	76
2025 Q1	$289K	Hold	2,985	–	–	0.09%	72
2024 Q4	$284K	Hold	2,985	–	–	0.09%	76
2024 Q3	$297K	Hold	2,985	–	–	0.09%	73
2024 Q2	$284K	Buy	+2,985	New	+$283K	0.09%	74
2018 Q4	–	Sell	-4,340	Closed	-$437K	–	56
2018 Q3	$437K	Sell	4,340 -635	-13%	-$64K	0.2%	38
2018 Q2	$499K	Sell	4,975 -95	-2%	-$9.56K	0.23%	32
2018 Q1	$519K	Buy	5,070 +175	+4%	+$18.1K	0.25%	33
2017 Q4	$517K	Buy	4,895 +225	+5%	+$23.7K	0.2%	35
2017 Q3	$492K	Sell	4,670 -45	-1%	-$4.75K	0.19%	31
2017 Q2	$496K	Buy	4,715 +355	+8%	+$37K	0.19%	27
2017 Q1	$449K	Buy	4,360 +55	+1%	+$5.65K	0.18%	30
2016 Q4	$440K	Buy	+4,305	New	+$446K	0.19%	28

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

Peak Financial Management's CORP Position: Q2 2026 in Review

Peak Financial Management held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q2 2026 at 2,305 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #105.

Peak Financial Management first reported a position in CORP in Q4 2016 and has held it in 17 quarters since. The position peaked at $519K in Q1 2018. 192 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Peak Financial Management held 2,305 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $223K as of Q2 2026.
Peak Financial Management left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #105 holding.
Peak Financial Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2016 and has held it in 17 quarters since.
Peak Financial Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $519K in Q1 2018.
192 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.