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Unique Wealth Strategies’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Unique Wealth Strategies’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 		$1.66M Buy
17,142
+164
+1% +$15.9K 0.6% 31
2026
Q1 		$1.64M Buy
16,978
+1,563
+10% +$153K 0.67% 29
2025
Q4 		$1.51M Buy
15,415
+513
+3% +$50.5K 0.59% 39
2025
Q3 		$1.47M Sell
14,902
-1,375
-8% -$134K 0.57% 39
2025
Q2 		$1.58M Buy
16,277
+566
+4% +$54.1K 0.66% 35
2025
Q1 		$1.52M Buy
15,711
+801
+5% +$76.8K 0.69% 35
2024
Q4 		$1.42M Buy
14,910
+459
+3% +$44.5K 0.62% 41
2024
Q3 		$1.44M Buy
14,451
+4,324
+43% +$422K 0.61% 40
2024
Q2 		$973K Hold
10,127
– – 0.46% 58
2024
Q1 		$973K Buy
+10,127
New +$971K 0.48% 58

Other funds holding CORP

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Unique Wealth Strategies's CORP Position: Q2 2026 in Review

Unique Wealth Strategies increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.97% in Q2 2026, buying an estimated $15.9K and bringing the position to 17,142 shares worth $1.66M. The position accounts for 0.6% of the portfolio, ranked #31.

Unique Wealth Strategies first reported a position in CORP in Q1 2024 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Unique Wealth Strategies held 17,142 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.66M as of Q2 2026.
  • Unique Wealth Strategies bought 164 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $15.9K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.6% of Unique Wealth Strategies's portfolio in Q2 2026, its #31 holding.
  • Unique Wealth Strategies first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
  • 24 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.