SYM Financial Corp’s PIMCO Investment Grade Corporate Bond Index 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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

SYM Financial Corp's CORP Position: Q2 2026 in Review

SYM Financial Corp opened a new position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2026: 50 shares worth $4.84K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in CORP as recently as Q2 2025.

SYM Financial Corp first reported a position in CORP in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.2M in Q2 2025. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

SYM Financial Corp held 50 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $4.84K as of Q2 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund was a new SYM Financial Corp position in Q2 2026.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #493 holding.
SYM Financial Corp first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2023 and has held it in 3 quarters since.
SYM Financial Corp's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.2M in Q2 2025.
193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.