Towercrest Capital Management
CORP icon

Towercrest Capital Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Towercrest Capital Management’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 		$1.6M Buy
17,424
+717
+4% +$67.9K 0.23% 47
2026
Q2 		$1.62M Sell
16,707
-5,644
-25% -$546K 0.23% 46
2026
Q1 		$2.16M Sell
22,351
-581
-3% -$56.9K 0.34% 38
2025
Q4 		$2.24M Sell
22,932
-90,714
-80% -$8.94M 0.35% 38
2025
Q3 		$11.2M Buy
113,646
+3,519
+3% +$343K 1.8% 19
2025
Q2 		$10.7M Buy
110,127
+2,092
+2% +$200K 1.91% 20
2025
Q1 		$10.5M Buy
108,035
+8,961
+9% +$859K 1.99% 17
2024
Q4 		$9.42M Sell
99,074
-3,192
-3% -$309K 1.52% 24
2024
Q3 		$10.2M Buy
102,266
+10,146
+11% +$991K 1.64% 24
2024
Q2 		$8.76M Buy
92,120
+3,753
+4% +$355K 1.44% 25
2024
Q1 		$8.49M Buy
88,367
+525
+0.6% +$50.3K 1.43% 25
2023
Q4 		$8.54M Sell
87,842
-2,987
-3% -$276K 1.53% 25
2023
Q3 		$8.28M Buy
90,829
+3,790
+4% +$353K 1.61% 26
2023
Q2 		$8.26M Sell
87,039
-58
-0.1% -$5.52K 1.54% 27
2023
Q1 		$8.38M Sell
87,097
-11,745
-12% -$1.12M 1.74% 23
2022
Q4 		$9.19M Sell
98,842
-4,025
-4% -$372K 2.03% 20
2022
Q3 		$9.38M Sell
102,867
-5,774
-5% -$557K 2.2% 17
2022
Q2 		$10.5M Sell
108,641
-2,311
-2% -$227K 2.34% 14
2022
Q1 		$11.6M Sell
110,952
-4,759
-4% -$510K 2.25% 15
2021
Q4 		$13.1M Buy
115,711
+952
+0.8% +$108K 2.39% 14
2021
Q3 		$13M Buy
114,759
+124
+0.1% +$14.3K 2.47% 13
2021
Q2 		$13.1M Buy
114,635
+8,422
+8% +$950K 2.54% 13
2021
Q1 		$11.8M Buy
106,213
+7,991
+8% +$909K 2.53% 14
2020
Q4 		$11.5M Sell
98,222
-4,514
-4% -$523K 2.58% 14
2020
Q3 		$11.8M Buy
102,736
+5,941
+6% +$688K 2.89% 10
2020
Q2 		$11.1M Buy
96,795
+14,549
+18% +$1.61M 2.89% 10
2020
Q1 		$8.71M Buy
82,246
+2,746
+3% +$301K 2.61% 13
2019
Q4 		$8.74M Buy
79,500
+1,930
+2% +$211K 2.23% 15
2019
Q3 		$8.51M Buy
77,570
+1,844
+2% +$200K 2.36% 15
2019
Q2 		$8.14M Buy
75,726
+5,918
+8% +$618K 2.3% 15
2019
Q1 		$7.24M Sell
69,808
-267
-0.4% -$27K 2.09% 16
2018
Q4 		$6.94M Buy
70,075
+1,673
+2% +$165K 2.23% 16
2018
Q3 		$6.88M Buy
68,402
+8,721
+15% +$879K 2.03% 19
2018
Q2 		$5.99M Buy
+59,681
New +$6.01M 1.89% 21

Other funds holding CORP

RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Towercrest Capital Management's CORP Position: Q3 2026 in Review

Towercrest Capital Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 4.3% in Q3 2026, buying an estimated $67.9K and bringing the position to 17,424 shares worth $1.6M. The position accounts for 0.23% of the portfolio, ranked #47.

Towercrest Capital Management first reported a position in CORP in Q2 2018 and has held it in 34 quarters since. The position peaked at $13.1M in Q2 2021. 47 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

  • Towercrest Capital Management held 17,424 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.6M as of Q3 2026.
  • Towercrest Capital Management bought 717 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2026, an estimated $67.9K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.23% of Towercrest Capital Management's portfolio in Q3 2026, its #47 holding.
  • Towercrest Capital Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2018 and has held it in 34 quarters since.
  • Towercrest Capital Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $13.1M in Q2 2021.
  • 47 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.