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

XML 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
Q1 		$17.8M Buy
184,228
+7,779
+4% +$761K 1.44% 14
2025
Q4 		$17.3M Sell
176,449
-5,635
-3% -$555K 1.41% 14
2025
Q3 		$18M Buy
182,084
+14,614
+9% +$1.42M 1.46% 14
2025
Q2 		$16.3M Buy
167,470
+4,645
+3% +$444K 1.41% 14
2025
Q1 		$15.8M Sell
162,825
-3,293
-2% -$316K 1.47% 16
2024
Q4 		$15.8M Buy
166,118
+4,382
+3% +$425K 1.45% 16
2024
Q3 		$16.1M Buy
161,736
+7,132
+5% +$696K 1.49% 16
2024
Q2 		$14.7M Buy
154,604
+10,596
+7% +$1M 1.48% 14
2024
Q1 		$13.8M Buy
144,008
+59,912
+71% +$5.74M 1.42% 16
2023
Q4 		$8.18M Buy
+84,096
New +$7.78M 0.86% 28

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return