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Root Financial Partners’s PIMCO Investment Grade Corporate Bond Index 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
Q1 		$5.36K Hold
55
– – ﹤0.01% 1925
2025
Q4 		$5.41K Buy
+55
New +$5.42K ﹤0.01% 1741

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

Root Financial Partners's CORP Position: Q1 2026 in Review

Root Financial Partners held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q1 2026 at 55 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Root Financial Partners first reported a position in CORP in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.41K in Q4 2025. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Root Financial Partners held 55 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $5.36K as of Q1 2026.
  • Root Financial 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 ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1925 holding.
  • Root Financial Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $5.41K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.