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Steward Partners Investment Advisory’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Steward Partners Investment Advisory’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 		$172K Buy
1,773
+3
+0.2% +$294 ﹤0.01% 2096
2025
Q4 		$173K Sell
1,770
-301
-15% -$29.7K ﹤0.01% 1990
2025
Q3 		$204K Sell
2,071
-74
-3% -$7.21K ﹤0.01% 1856
2025
Q2 		$209K Buy
2,145
+371
+21% +$35.5K ﹤0.01% 1747
2025
Q1 		$172K Buy
1,774
+4
+0.2% +$383 ﹤0.01% 1725
2024
Q4 		$168K Buy
1,770
+3
+0.2% +$291 ﹤0.01% 1705
2024
Q3 		$176K Buy
1,767
+1,008
+133% +$98.4K ﹤0.01% 1590
2024
Q2 		$72.2K Buy
759
+442
+139% +$41.8K ﹤0.01% 1927
2024
Q1 		$30.5K Buy
317
+47
+17% +$4.51K ﹤0.01% 2332
2023
Q4 		$26.3K Sell
270
-69,464
-100% -$6.43M ﹤0.01% 2272
2023
Q3 		$6.35M Buy
69,734
+1,526
+2% +$142K 0.1% 212
2023
Q2 		$6.47M Buy
68,208
+1,336
+2% +$127K 0.1% 219
2023
Q1 		$6.43M Buy
66,872
+2,542
+4% +$242K 0.1% 214
2022
Q4 		$5.98M Buy
64,330
+1,160
+2% +$107K 0.1% 215
2022
Q3 		$5.76M Sell
63,170
-66
-0.1% -$6.36K 0.11% 206
2022
Q2 		$6.09M Buy
63,236
+1,682
+3% +$166K 0.11% 200
2022
Q1 		$6.41M Buy
61,554
+1,594
+3% +$171K 0.1% 218
2021
Q4 		$6.77M Buy
59,960
+1,525
+3% +$173K 0.1% 215
2021
Q3 		$6.64M Buy
58,435
+1,737
+3% +$200K 0.11% 202
2021
Q2 		$6.49M Buy
56,698
+1,470
+3% +$166K 0.11% 197
2021
Q1 		$6.15M Buy
55,228
+1,874
+4% +$213K 0.11% 203
2020
Q4 		$6.25M Buy
53,354
+1,662
+3% +$192K 0.14% 164
2020
Q3 		$5.93M Sell
51,692
-671
-1% -$77.7K 0.15% 156
2020
Q2 		$5.98M Buy
52,363
+452
+0.9% +$50.1K 0.17% 144
2020
Q1 		$5.5M Buy
51,911
+3,554
+7% +$389K 0.2% 123
2019
Q4 		$5.32M Buy
48,357
+722
+2% +$79.1K 0.16% 144
2019
Q3 		$5.23M Buy
47,635
+677
+1% +$73.5K 0.18% 132
2019
Q2 		$5.04M Buy
46,958
+310
+0.7% +$32.4K 0.19% 128
2019
Q1 		$4.84M Buy
46,648
+506
+1% +$51.2K 0.21% 120
2018
Q4 		$4.57M Sell
46,142
-6,997
-13% -$691K 0.22% 110
2018
Q3 		$5.34M Buy
53,139
+3,293
+7% +$332K 0.26% 96
2018
Q2 		$5M Sell
49,846
-21,714
-30% -$2.19M 0.3% 80
2018
Q1 		$7.32M Buy
71,560
+41,557
+139% +$4.29M 0.5% 37
2017
Q4 		$3.17M Buy
30,003
+18,159
+153% +$1.92M 0.24% 105
2017
Q3 		$1.25M Buy
+11,844
New +$1.25M 0.13% 162

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

Steward Partners Investment Advisory's CORP Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.17% in Q1 2026, buying an estimated $294 and bringing the position to 1,773 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Steward Partners Investment Advisory first reported a position in CORP in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.32M in Q1 2018. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Steward Partners Investment Advisory held 1,773 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $172K as of Q1 2026.
  • Steward Partners Investment Advisory bought 3 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $294.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2096 holding.
  • Steward Partners Investment Advisory first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $7.32M in Q1 2018.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.