Root Financial Partners
CORP icon

Root Financial Partners’s PIMCO Investment Grade Corporate Bond Exchange-Traded Fund CORP Stock Holding History

Root Financial 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 		$5.08K Buy
+55
New +$5.21K ﹤0.01% 2229
2026
Q2 		– Sell
-55
Closed -$5.36K – 993
2026
Q1 		$5.36K Hold
55
– – ﹤0.01% 1925
2025
Q4 		$5.41K Buy
+55
New +$5.42K ﹤0.01% 1741

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XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Novem Group
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McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Root Financial Partners's CORP Position: Q3 2026 in Review

Root Financial Partners opened a new position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund (CORP) in Q3 2026: 55 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #2229 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CORP as recently as Q1 2026.

Root Financial Partners first reported a position in CORP in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.41K in Q4 2025. 80 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

  • Root Financial Partners held 55 shares of PIMCO Investment Grade Corporate Bond Exchange-Traded Fund worth $5.08K as of Q3 2026.
  • PIMCO Investment Grade Corporate Bond Exchange-Traded Fund was a new Root Financial Partners position in Q3 2026.
  • PIMCO Investment Grade Corporate Bond Exchange-Traded Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2229 holding.
  • Root Financial Partners first reported a position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's PIMCO Investment Grade Corporate Bond Exchange-Traded Fund position peaked at $5.41K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.