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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
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 		$6.01M 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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Perfromance Wealth Partners's CORP Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.25% in Q2 2026, selling an estimated $1.74K and leaving 7,176 shares worth $695K. 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 19 quarters since. The position peaked at $7.29M in Q4 2021. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Perfromance Wealth Partners held 7,176 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $695K as of Q2 2026.
  • Perfromance Wealth Partners sold 18 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.74K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #115 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 19 quarters since.
  • Perfromance Wealth Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $7.29M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.