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

Wayfinding Financial’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 		$3.4M Buy
35,044
+2,260
+7% +$219K 1.29% 19
2026
Q1 		$3.17M Sell
32,784
-9,205
-22% -$901K 1.38% 20
2025
Q4 		$4.13M Buy
+41,989
New +$4.14M 1.75% 15

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Wayfinding Financial's CORP Position: Q2 2026 in Review

Wayfinding Financial increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 6.9% in Q2 2026, buying an estimated $219K and bringing the position to 35,044 shares worth $3.4M. The position accounts for 1.29% of the portfolio, ranked #19.

Wayfinding Financial first reported a position in CORP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.13M in Q4 2025. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Wayfinding Financial held 35,044 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.4M as of Q2 2026.
  • Wayfinding Financial bought 2,260 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $219K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 1.29% of Wayfinding Financial's portfolio in Q2 2026, its #19 holding.
  • Wayfinding Financial first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Wayfinding Financial's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $4.13M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.