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

Waverly 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 Q1	$5.89M	Buy	60,883 +49,982	+459%	+$4.89M	0.04%	371
2025 Q4	$1.07M	Buy	10,901 +329	+3%	+$32.4K	0.01%	741
2025 Q3	$1.04M	Buy	10,572 +4,898	+86%	+$478K	0.01%	627
2025 Q2	$552K	Buy	5,674 +2,004	+55%	+$192K	0.01%	769
2025 Q1	$355K	Buy	3,670 +425	+13%	+$40.7K	﹤0.01%	873
2024 Q4	$309K	Buy	+3,245	New	+$314K	﹤0.01%	815

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Waverly Advisors's CORP Position: Q1 2026 in Review

Waverly Advisors increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 459% in Q1 2026, buying an estimated $4.89M and bringing the position to 60,883 shares worth $5.89M. The position accounts for 0.04% of the portfolio, ranked #371.

Waverly Advisors first reported a position in CORP in Q4 2024 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

Waverly Advisors held 60,883 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $5.89M as of Q1 2026.
Waverly Advisors bought 49,982 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $4.89M.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #371 holding.
Waverly Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.