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

SYM Financial Corp’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	–	Sell	-50	Closed	-$4.84K	–	535
2026 Q2	$4.84K	Buy	+50	New	+$4.84K	﹤0.01%	493
2025 Q3	–	Sell	-12,343	Closed	-$1.2M	–	420
2025 Q2	$1.2M	Buy	+12,343	New	+$1.18M	0.13%	48
2023 Q4	–	Sell	-1,660	Closed	-$151K	–	181
2023 Q3	$151K	Buy	+1,660	New	+$155K	0.03%	97

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

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

SYM Financial Corp's CORP Position: Q3 2026 in Review

SYM Financial Corp sold out of PIMCO Investment Grade Corporate Bond Exchange-Traded Fund (CORP) in Q3 2026, closing a stake of 50 shares — an estimated $4.84K sold.

SYM Financial Corp first reported a position in CORP in Q3 2023 and held it in 3 quarters. The position peaked at $1.2M in Q2 2025. 84 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

SYM Financial Corp reported no remaining PIMCO Investment Grade Corporate Bond Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 50 PIMCO Investment Grade Corporate Bond Exchange-Traded Fund shares in Q3 2026, an estimated $4.84K.
SYM Financial Corp first reported a position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund in Q3 2023 and held it in 3 quarters.
SYM Financial Corp's PIMCO Investment Grade Corporate Bond Exchange-Traded Fund position peaked at $1.2M in Q2 2025.
84 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.