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Perfromance Wealth Partners’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Perfromance Wealth Partners’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 		$696K Hold
7,194
– – 0.02% 100
2025
Q4 		$704K Sell
7,194
-65
-0.9% -$6.4K 0.02% 98
2025
Q3 		$716K Sell
7,259
-133
-2% -$13K 0.02% 94
2025
Q2 		$719K Hold
7,392
– – 0.02% 85
2025
Q1 		$715K Buy
7,392
+1
+0% +$96 0.03% 77
2024
Q4 		$703K Sell
7,391
-834
-10% -$80.8K 0.02% 82
2024
Q3 		$818K Sell
8,225
-505
-6% -$49.3K 0.03% 69
2024
Q2 		$830K Sell
8,730
-30,809
-78% -$2.92M 0.03% 63
2024
Q1 		$3.8M Sell
39,539
-4,190
-10% -$402K 0.16% 38
2023
Q4 		$4.25M Sell
43,729
-4,452
-9% -$412K 0.19% 43
2023
Q3 		$4.39M Sell
48,181
-2,962
-6% -$276K 0.21% 39
2023
Q2 		$4.8M Sell
51,143
-2,849
-5% -$271K 0.22% 36
2023
Q1 		$5.19M Sell
53,992
-7,008
-11% -$667K 0.27% 31
2022
Q4 		$5.67M Sell
61,000
-1,246
-2% -$115K 0.34% 29
2022
Q3 		$5.68M Sell
62,246
-167
-0.3% -$16.1K 0.33% 30
2022
Q2 		$6.01M Sell
62,413
-2,878
-4% -$283K 0.34% 30
2022
Q1 		$6.8M Buy
65,291
+672
+1% +$72.1K 0.3% 32
2021
Q4 		$7.29M Buy
+64,619
New +$7.32M 0.29% 35

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 $569M AUM 16.27% 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 $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Perfromance Wealth Partners's CORP Position: Q1 2026 in Review

Perfromance Wealth Partners held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q1 2026 at 7,194 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #100.

Perfromance Wealth Partners first reported a position in CORP in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.29M in Q4 2021. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Perfromance Wealth Partners held 7,194 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $696K as of Q1 2026.
  • Perfromance Wealth Partners left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Perfromance Wealth Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $7.29M in Q4 2021.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.