Valley National Advisers’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Valley National Advisers’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
2025 Q4	–	Sell	-25	Closed	-$2K	–	914
2025 Q3	$2K	Buy	+25	New	+$2.44K	﹤0.01%	720

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

VIA

Vickerman Investment Advisors Spokane, Washington $515M AUM 19.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valley National Advisers's CORP Position: Q4 2025 in Review

Valley National Advisers sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2025, closing a stake of 25 shares — an estimated $2K sold.

Valley National Advisers first reported a position in CORP in Q3 2025 and held it in 1 quarter. The position peaked at $2K in Q3 2025. 192 funds tracked by Wall St. Rank hold CORP as of Q4 2025.

Valley National Advisers reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Valley National Advisers sold 25 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2025, an estimated $2K.
Valley National Advisers first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
Valley National Advisers's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2K in Q3 2025.
192 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.