True North Advisors
CORP icon

True North Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

True North Advisors’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 		$4.57M Sell
49,832
-407
-0.8% -$38.6K 0.34% 54
2026
Q2 		$4.87M Buy
50,239
+306
+0.6% +$29.6K 0.47% 47
2026
Q1 		$4.83M Sell
49,933
-2,985
-6% -$292K 0.55% 38
2025
Q4 		$5.18M Buy
+52,918
New +$5.21M 0.67% 31
2025
Q3 		– Sell
-73,494
Closed -$7.15M – 217
2025
Q2 		$7.15M Sell
73,494
-42,347
-37% -$4.05M 1.37% 11
2025
Q1 		$11.2M Buy
+115,841
New +$11.1M 1.99% 7

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
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
Catalyst Investment Management
Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return

True North Advisors's CORP Position: Q3 2026 in Review

True North Advisors reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.81% in Q3 2026, selling an estimated $38.6K and leaving 49,832 shares worth $4.57M. The position accounts for 0.34% of the portfolio, ranked #54.

True North Advisors first reported a position in CORP in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.2M in Q1 2025. 52 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

  • True North Advisors held 49,832 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $4.57M as of Q3 2026.
  • True North Advisors sold 407 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2026, an estimated $38.6K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.34% of True North Advisors's portfolio in Q3 2026, its #54 holding.
  • True North Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • True North Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $11.2M in Q1 2025.
  • 52 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on True North Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.