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

WealthShield Partners’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 		– Sell
-341
Closed -$33K – 416
2026
Q1 		$33K Buy
341
+10
+3% +$979 ﹤0.01% 471
2025
Q4 		$32.4K Buy
331
+40
+14% +$3.94K ﹤0.01% 456
2025
Q3 		$28.7K Buy
291
+60
+26% +$5.85K ﹤0.01% 461
2025
Q2 		$22.5K Hold
231
– – ﹤0.01% 462
2025
Q1 		$22.4K Hold
231
– – ﹤0.01% 454
2024
Q4 		$22.1K Hold
231
– – ﹤0.01% 417
2024
Q3 		$23K Hold
231
– – ﹤0.01% 423
2024
Q2 		$22K Sell
231
-15
-6% -$1.42K ﹤0.01% 399
2024
Q1 		$23.7K Hold
246
– – ﹤0.01% 387
2023
Q4 		$24K Hold
246
– – ﹤0.01% 401
2023
Q3 		$22.4K Buy
246
+1
+0.4% +$93 ﹤0.01% 408
2023
Q2 		$23.3K Buy
245
+67
+38% +$6.38K ﹤0.01% 412
2023
Q1 		$17.2K Buy
+178
New +$16.9K ﹤0.01% 421

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

WealthShield Partners's CORP Position: Q2 2026 in Review

WealthShield Partners sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2026, closing a stake of 341 shares — an estimated $33K sold.

WealthShield Partners first reported a position in CORP in Q1 2023 and held it in 13 quarters. The position peaked at $33K in Q1 2026. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • WealthShield Partners reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 341 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $33K.
  • WealthShield Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2023 and held it in 13 quarters.
  • WealthShield Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $33K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.