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

SRH 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 Q3	$129K	Hold	1,400	–	–	0.03%	91
2026 Q2	$136K	Hold	1,400	–	–	0.03%	96
2026 Q1	$136K	Hold	1,400	–	–	0.04%	85
2025 Q4	$137K	Hold	1,400	–	–	0.04%	89
2025 Q3	$138K	Hold	1,400	–	–	0.04%	85
2025 Q2	$136K	Hold	1,400	–	–	0.04%	77
2025 Q1	$135K	Hold	1,400	–	–	0.04%	77
2024 Q4	$133K	Hold	1,400	–	–	0.04%	81
2024 Q3	$139K	Hold	1,400	–	–	0.04%	78
2024 Q2	$133K	Hold	1,400	–	–	0.04%	75
2024 Q1	$134K	Hold	1,400	–	–	0.04%	76
2023 Q4	$136K	Hold	1,400	–	–	0.05%	74
2023 Q3	$128K	Hold	1,400	–	–	0.06%	76
2023 Q2	$135K	Hold	1,400	–	–	0.07%	74
2023 Q1	$135K	Hold	1,400	–	–	0.07%	74
2022 Q4	$130K	Hold	1,400	–	–	0.07%	73
2022 Q3	$128K	Hold	1,400	–	–	0.17%	71
2022 Q2	$135K	Hold	1,400	–	–	0.17%	68
2022 Q1	$146K	Hold	1,400	–	–	0.16%	72
2021 Q4	$158K	Hold	1,400	–	–	0.18%	71
2021 Q3	$159K	Hold	1,400	–	–	0.19%	66
2021 Q2	$160K	Hold	1,400	–	–	0.2%	65
2021 Q1	$156K	Hold	1,400	–	–	0.22%	56
2020 Q4	$164K	Hold	1,400	–	–	0.27%	50
2020 Q3	$161K	Hold	1,400	–	–	0.31%	48
2020 Q2	$160K	Hold	1,400	–	–	0.4%	46
2020 Q1	$148K	Hold	1,400	–	–	0.41%	46
2019 Q4	$154K	Hold	1,400	–	–	0.49%	44
2019 Q3	$154K	Hold	1,400	–	–	0.52%	43
2019 Q2	$150K	Hold	1,400	–	–	0.51%	45
2019 Q1	$145K	Hold	1,400	–	–	0.51%	46
2018 Q4	$139K	Sell	1,400 -630	-31%	-$62.2K	0.53%	44
2018 Q3	$204K	Hold	2,030	–	–	0.7%	35
2018 Q2	$204K	Hold	2,030	–	–	0.76%	31
2018 Q1	$208K	Hold	2,030	–	–	0.83%	29
2017 Q4	$215K	Sell	2,030 -170	-8%	-$17.9K	0.85%	26
2017 Q3	$232K	Hold	2,200	–	–	0.98%	24
2017 Q2	$231K	Hold	2,200	–	–	1.1%	22
2017 Q1	$227K	Hold	2,200	–	–	1.06%	22
2016 Q4	$225K	Hold	2,200	–	–	1.12%	22
2016 Q3	$235K	Hold	2,200	–	–	1.23%	20
2016 Q2	$234K	Hold	2,200	–	–	1.25%	20
2016 Q1	$227K	Hold	2,200	–	–	1.25%	18
2015 Q4	$218K	Sell	2,200 -165	-7%	-$16.5K	1.28%	19
2015 Q3	$237K	Buy	2,365 +800	+51%	+$80.4K	1.39%	16
2015 Q2	$157K	Hold	1,565	–	–	0.99%	24
2015 Q1	$163K	Hold	1,565	–	–	1.08%	21
2014 Q4	$161K	Buy	+1,565	New	+$161K	1.1%	23

Other funds holding CORP

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

SRH Advisors's CORP Position: Q3 2026 in Review

SRH Advisors held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q3 2026 at 1,400 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #91.

SRH Advisors first reported a position in CORP in Q4 2014 and has held it in 48 quarters since. The position peaked at $237K in Q3 2015. 43 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

SRH Advisors held 1,400 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $129K as of Q3 2026.
SRH Advisors left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q3 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.03% of SRH Advisors's portfolio in Q3 2026, its #91 holding.
SRH Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2014 and has held it in 48 quarters since.
SRH Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $237K in Q3 2015.
43 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.