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Sequoia Financial Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Sequoia Financial Advisors’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 		$1.74M Sell
17,935
-17,718
-50% -$1.72M 0.01% 689
2026
Q1 		$3.45M Sell
35,653
-11,121
-24% -$1.09M 0.02% 418
2025
Q4 		$4.58M Sell
46,774
-22,186
-32% -$2.19M 0.03% 346
2025
Q3 		$6.8M Buy
68,960
+66,466
+2,665% +$6.48M 0.04% 256
2025
Q2 		$243K Sell
2,494
-303
-11% -$29K ﹤0.01% 1381
2025
Q1 		$271K Buy
2,797
+52
+2% +$4.99K ﹤0.01% 1108
2024
Q4 		$261K Sell
2,745
-846
-24% -$82K ﹤0.01% 1077
2024
Q3 		$357K Sell
3,591
-212
-6% -$20.7K ﹤0.01% 894
2024
Q2 		$362K Sell
3,803
-70,158
-95% -$6.64M ﹤0.01% 818
2024
Q1 		$7.1M Sell
73,961
-1,332
-2% -$128K 0.09% 164
2023
Q4 		$7.32M Sell
75,293
-2,521
-3% -$233K 0.09% 178
2023
Q3 		$7.09M Sell
77,814
-4,082
-5% -$381K 0.12% 123
2023
Q2 		$7.77M Sell
81,896
-7,007
-8% -$667K 0.13% 123
2023
Q1 		$8.55M Sell
88,903
-5,028
-5% -$479K 0.19% 103
2022
Q4 		$8.74M Sell
93,931
-8,223
-8% -$760K 0.21% 97
2022
Q3 		$9.32M Sell
102,154
-12,517
-11% -$1.21M 0.29% 67
2022
Q2 		$11.1M Sell
114,671
-9,043
-7% -$890K 0.31% 57
2022
Q1 		$12.9M Sell
123,714
-4,091
-3% -$439K 0.32% 59
2021
Q4 		$14.4M Buy
127,805
+86,625
+210% +$9.82M 0.39% 44
2021
Q3 		$4.68M Sell
41,180
-92,056
-69% -$10.6M 0.48% 36
2021
Q2 		$15.3M Buy
133,236
+4,039
+3% +$456K 0.56% 28
2021
Q1 		$14.4M Buy
129,197
+3,322
+3% +$378K 0.6% 27
2020
Q4 		$14.7M Sell
125,875
-251
-0.2% -$29.1K 0.67% 25
2020
Q3 		$14.5M Buy
126,126
+1,025
+0.8% +$119K 0.76% 24
2020
Q2 		$14.3M Buy
125,101
+10,399
+9% +$1.15M 0.85% 20
2020
Q1 		$12.1M Buy
114,702
+11,280
+11% +$1.23M 0.9% 19
2019
Q4 		$11.4M Buy
103,422
+12,559
+14% +$1.38M 0.72% 22
2019
Q3 		$9.97M Buy
90,863
+12,110
+15% +$1.31M 0.72% 21
2019
Q2 		$8.46M Buy
78,753
+19,375
+33% +$2.02M 0.63% 23
2019
Q1 		$6.16M Buy
59,378
+9,227
+18% +$934K 0.51% 28
2018
Q4 		$4.97M Buy
50,151
+6,570
+15% +$649K 0.57% 32
2018
Q3 		$4.38M Buy
43,581
+2,465
+6% +$248K 0.44% 43
2018
Q2 		$4.13M Buy
41,116
+1,983
+5% +$200K 0.44% 48
2018
Q1 		$4M Buy
39,133
+20,811
+114% +$2.15M 0.42% 47
2017
Q4 		$1.94M Buy
18,322
+832
+5% +$87.8K 0.2% 79
2017
Q3 		$1.84M Sell
17,490
-494
-3% -$52.1K 0.22% 77
2017
Q2 		$1.89M Sell
17,984
-9,447
-34% -$985K 0.23% 78
2017
Q1 		$2.83M Buy
27,431
+8,561
+45% +$879K 0.36% 59
2016
Q4 		$1.93M Buy
18,870
+1,052
+6% +$109K 0.28% 67
2016
Q3 		$1.9M Buy
+17,818
New +$1.9M 0.35% 49

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 $112B AUM 36.28% 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

Sequoia Financial Advisors's CORP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 50% in Q2 2026, selling an estimated $1.72M and leaving 17,935 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #689.

Sequoia Financial Advisors first reported a position in CORP in Q3 2016 and has held it in 40 quarters since. The position peaked at $15.3M in Q2 2021. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Sequoia Financial Advisors held 17,935 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.74M as of Q2 2026.
  • Sequoia Financial Advisors sold 17,718 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.72M.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #689 holding.
  • Sequoia Financial Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2016 and has held it in 40 quarters since.
  • Sequoia Financial Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $15.3M in Q2 2021.
  • 191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.