Stonebridge Financial Group (Pennsylvania)’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$522K	Buy	5,386 +49	+0.9%	+$4.74K	0.04%	172
2026 Q1	$517K	Buy	5,337 +479	+10%	+$46.9K	0.04%	165
2025 Q4	$475K	Buy	4,858 +1,017	+26%	+$100K	0.04%	165
2025 Q3	$379K	Sell	3,841 -1,502	-28%	-$146K	0.03%	182
2025 Q2	$520K	Sell	5,343 -118	-2%	-$11.3K	0.05%	152
2025 Q1	$528K	Buy	5,461 +1,127	+26%	+$108K	0.06%	144
2024 Q4	$412K	Buy	+4,334	New	+$420K	0.05%	163

Other funds holding CORP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CORP Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.92% in Q2 2026, buying an estimated $4.74K and bringing the position to 5,386 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #172.

Stonebridge Financial Group (Pennsylvania) first reported a position in CORP in Q4 2024 and has held it in 7 quarters since. The position peaked at $528K in Q1 2025. 157 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 5,386 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $522K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 49 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $4.74K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.04% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #172 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $528K in Q1 2025.
157 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.