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

Triumph 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
Q2 		$108K Sell
1,115
-266
-19% -$25.8K 0.02% 472
2026
Q1 		$134K Hold
1,381
– – 0.03% 405
2025
Q4 		$135K Buy
+1,381
New +$136K 0.03% 372
2025
Q1 		– Sell
-2,573
Closed -$245K – 281
2024
Q4 		$245K Sell
2,573
-371
-13% -$36K 0.08% 239
2024
Q3 		$293K Sell
2,944
-457
-13% -$44.6K 0.1% 211
2024
Q2 		$323K Sell
3,401
-683
-17% -$64.7K 0.13% 168
2024
Q1 		$390K Sell
4,084
-14
-0.3% -$1.34K 0.16% 138
2023
Q4 		$400K Sell
4,098
-268
-6% -$24.8K 0.17% 117
2023
Q3 		$398K Buy
4,366
+275
+7% +$25.6K 0.18% 119
2023
Q2 		$388K Sell
4,091
-912
-18% -$86.8K 0.18% 123
2023
Q1 		$481K Sell
5,003
-491
-9% -$46.7K 0.25% 78
2022
Q4 		$513K Buy
5,494
+310
+6% +$28.6K 0.27% 84
2022
Q3 		$473K Sell
5,184
-114
-2% -$11K 0.26% 95
2022
Q2 		$511K Sell
5,298
-1,573
-23% -$155K 0.27% 90
2022
Q1 		$716K Buy
6,871
+801
+13% +$85.9K 0.31% 78
2021
Q4 		$685K Buy
6,070
+577
+11% +$65.4K 0.3% 81
2021
Q3 		$624K Buy
+5,493
New +$632K 0.29% 91

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Triumph Capital Management's CORP Position: Q2 2026 in Review

Triumph Capital Management reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 19% in Q2 2026, selling an estimated $25.8K and leaving 1,115 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #472.

Triumph Capital Management first reported a position in CORP in Q3 2021 and has held it in 17 quarters since. The position peaked at $716K in Q1 2022. 194 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Triumph Capital Management held 1,115 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $108K as of Q2 2026.
  • Triumph Capital Management sold 266 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $25.8K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #472 holding.
  • Triumph Capital Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2021 and has held it in 17 quarters since.
  • Triumph Capital Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $716K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.