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

Summit Financial’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 		$3.65M Buy
37,705
+9,486
+34% +$929K 0.05% 399
2025
Q4 		$2.77M Sell
28,219
-820
-3% -$80.8K 0.04% 400
2025
Q3 		$2.86M Buy
29,039
+1,407
+5% +$137K 0.04% 388
2025
Q2 		$2.69M Sell
27,632
-869
-3% -$83.1K 0.06% 252
2025
Q1 		$2.76M Buy
+28,501
New +$2.73M 0.08% 217

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

Summit Financial's CORP Position: Q1 2026 in Review

Summit Financial increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 34% in Q1 2026, buying an estimated $929K and bringing the position to 37,705 shares worth $3.65M. The position accounts for 0.05% of the portfolio, ranked #399.

Summit Financial first reported a position in CORP in Q1 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Summit Financial held 37,705 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.65M as of Q1 2026.
  • Summit Financial bought 9,486 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $929K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.05% of Summit Financial's portfolio in Q1 2026, its #399 holding.
  • Summit Financial first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.