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Shepherd Kaplan Krochuk’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Shepherd Kaplan Krochuk’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 		$3.14M Sell
32,386
-1,882
-5% -$182K 2.49% 12
2026
Q1 		$3.32M Sell
34,268
-2,485
-7% -$243K 2.79% 12
2025
Q4 		$3.6M Buy
36,753
+3,546
+11% +$349K 2.97% 11
2025
Q3 		$3.27M Buy
33,207
+151
+0.5% +$14.7K 2.69% 14
2025
Q2 		$3.22M Buy
33,056
+133
+0.4% +$12.7K 2.79% 13
2025
Q1 		$3.19M Sell
32,923
-853
-3% -$81.8K 2.73% 14
2024
Q4 		$3.21M Sell
33,776
-3,922
-10% -$380K 2.69% 14
2024
Q3 		$3.75M Buy
37,698
+1,276
+4% +$125K 2.83% 12
2024
Q2 		$3.46M Buy
36,422
+1,165
+3% +$110K 2.73% 13
2024
Q1 		$3.39M Sell
35,257
-2,694
-7% -$258K 2.7% 13
2023
Q4 		$3.69M Sell
37,951
-4,196
-10% -$388K 3% 11
2023
Q3 		$3.84M Sell
42,147
-4,350
-9% -$406K 3.34% 11
2023
Q2 		$4.41M Buy
46,497
+18,125
+64% +$1.73M 3.49% 12
2023
Q1 		$2.73M Sell
28,372
-281
-1% -$26.7K 2.41% 17
2022
Q4 		$2.66M Buy
+28,653
New +$2.65M 1.58% 23
2020
Q3 		– Sell
-29,128
Closed -$3.33M – 183
2020
Q2 		$3.33M Buy
+29,128
New +$3.23M 1.49% 19

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

Shepherd Kaplan Krochuk's CORP Position: Q2 2026 in Review

Shepherd Kaplan Krochuk reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 5.5% in Q2 2026, selling an estimated $182K and leaving 32,386 shares worth $3.14M. The position accounts for 2.49% of the portfolio, ranked #12.

Shepherd Kaplan Krochuk first reported a position in CORP in Q2 2020 and has held it in 16 quarters since. The position peaked at $4.41M in Q2 2023. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Shepherd Kaplan Krochuk held 32,386 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.14M as of Q2 2026.
  • Shepherd Kaplan Krochuk sold 1,882 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $182K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 2.49% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #12 holding.
  • Shepherd Kaplan Krochuk first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2020 and has held it in 16 quarters since.
  • Shepherd Kaplan Krochuk's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $4.41M in Q2 2023.
  • 193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.