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 Q2	$6.04M	Buy	62,382 +1,499	+2%	+$145K	0.04%	399
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Waverly Advisors's CORP Position: Q2 2026 in Review

Waverly Advisors increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 2.5% in Q2 2026, buying an estimated $145K and bringing the position to 62,382 shares worth $6.04M. The position accounts for 0.04% of the portfolio, ranked #399.

Waverly Advisors first reported a position in CORP in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Waverly Advisors held 62,382 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $6.04M as of Q2 2026.
Waverly Advisors bought 1,499 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $145K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #399 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 7 quarters since.
194 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.