Perfromance Wealth Partners
CORP icon

Perfromance Wealth Partners’s PIMCO Investment Grade Corporate Bond 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
Q3 		$659K Hold
7,176
– – 0.02% 115
2026
Q2 		$695K Sell
7,176
-18
-0.3% -$1.74K 0.02% 115
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 		$6.02M 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

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OneDigital Investment Advisors
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Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Perfromance Wealth Partners's CORP Position: Q3 2026 in Review

Perfromance Wealth Partners held its PIMCO Investment Grade Corporate Bond Exchange-Traded Fund (CORP) position steady in Q3 2026 at 7,176 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #115.

Perfromance Wealth Partners first reported a position in CORP in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.29M in Q4 2021. 163 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

  • Perfromance Wealth Partners held 7,176 shares of PIMCO Investment Grade Corporate Bond Exchange-Traded Fund worth $659K as of Q3 2026.
  • Perfromance Wealth Partners left its PIMCO Investment Grade Corporate Bond Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Investment Grade Corporate Bond Exchange-Traded Fund made up 0.02% of Perfromance Wealth Partners's portfolio in Q3 2026, its #115 holding.
  • Perfromance Wealth Partners first reported a position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund in Q4 2021 and has held it in 20 quarters since.
  • Perfromance Wealth Partners's PIMCO Investment Grade Corporate Bond Exchange-Traded Fund position peaked at $7.29M in Q4 2021.
  • 163 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on Perfromance Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.