Evensky & Katz’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Evensky & Katz’s Portfolio CORP Stock Details CORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.16M	Buy	22,231 +15,732	+242%	+$1.53M	0.13%	40
2025 Q1	$629K	Sell	6,499 -43,975	-87%	-$4.26M	0.04%	58
2024 Q4	$4.8M	Buy	50,474 +11,034	+28%	+$1.05M	0.31%	28
2024 Q3	$3.92M	Buy	39,440 +6,666	+20%	+$663K	0.26%	32
2024 Q2	$3.12M	Buy	32,774 +12,670	+63%	+$1.2M	0.22%	35
2024 Q1	$1.93M	Buy	20,104 +8,422	+72%	+$809K	0.14%	43
2023 Q4	$1.14M	Buy	11,682 +6,287	+117%	+$611K	0.09%	49
2023 Q3	$492K	Sell	5,395 -56,487	-91%	-$5.15M	0.04%	56
2023 Q2	$5.87M	Buy	61,882 +8,081	+15%	+$767K	0.45%	26
2023 Q1	$5.18M	Buy	53,801 +34,037	+172%	+$3.27M	0.42%	26
2022 Q4	$1.84M	Buy	19,764 +1,361	+7%	+$127K	0.17%	40
2022 Q3	$1.68M	Buy	18,403 +3,179	+21%	+$290K	0.2%	36
2022 Q2	$1.47M	Buy	15,224 +11,006	+261%	+$1.06M	0.17%	39
2022 Q1	$439K	Sell	4,218 -74,678	-95%	-$7.77M	0.04%	52
2021 Q4	$8.9M	Buy	78,896 +8,918	+13%	+$1.01M	0.86%	23
2021 Q3	$7.95M	Buy	69,978 +6,159	+10%	+$699K	0.83%	22
2021 Q2	$7.31M	Buy	63,819 +22,067	+53%	+$2.53M	0.75%	23
2021 Q1	$4.65M	Buy	41,752 +22,843	+121%	+$2.55M	0.51%	25
2020 Q4	$2.21M	Buy	18,909 +15,796	+507%	+$1.85M	0.27%	28
2020 Q3	$357K	Sell	3,113 -8,242	-73%	-$945K	0.05%	53
2020 Q2	$1.3M	Sell	11,355 -610	-5%	-$69.7K	0.19%	36
2020 Q1	$1.27M	Buy	11,965 +2,942	+33%	+$312K	0.2%	37
2019 Q4	$992K	Buy	9,023 +2,061	+30%	+$227K	0.14%	44
2019 Q3	$764K	Buy	6,962 +4,623	+198%	+$507K	0.1%	57
2019 Q2	$251K	Sell	2,339 -33,564	-93%	-$3.6M	0.03%	76
2019 Q1	$3.72M	Buy	35,903 +5,869	+20%	+$609K	0.52%	27
2018 Q4	$2.97M	Buy	30,034 +8,596	+40%	+$851K	0.49%	24
2018 Q3	$2.16M	Buy	21,438 +12,445	+138%	+$1.25M	0.32%	24
2018 Q2	$902K	Sell	8,993 -345,905	-97%	-$34.7M	0.16%	32
2018 Q1	$36.3M	Buy	+354,898	New	+$36.3M	6.26%	4