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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$489K	Sell	4,995 -1,389	-22%	-$137K	0.01%	968
2025 Q3	$630K	Sell	6,384 -248	-4%	-$24.2K	0.01%	685
2025 Q2	$645K	Buy	+6,632	New	+$634K	0.02%	641
2024 Q4	$131K	Sell	1,380 -11	-0.8%	-$1.07K	﹤0.01%	1139
2024 Q3	$138K	Buy	1,391 +14	+1%	+$1.37K	﹤0.01%	1077
2024 Q2	$131K	Buy	1,377 +107	+8%	+$10.1K	﹤0.01%	1064
2024 Q1	$122K	Hold	1,270	–	–	﹤0.01%	993
2023 Q4	$122K	Hold	1,270	–	–	0.01%	947
2023 Q3	$114K	Buy	+1,270	New	+$118K	0.01%	879
2019 Q2	–	Sell	-120	Closed	-$12K	–	1607
2019 Q1	$12K	Hold	120	–	–	﹤0.01%	998
2018 Q4	$12K	Hold	120	–	–	﹤0.01%	906
2018 Q3	$12K	Hold	120	–	–	﹤0.01%	979
2018 Q2	$12K	Sell	120 -326	-73%	-$32.8K	﹤0.01%	944
2018 Q1	$46K	Hold	446	–	–	0.01%	543
2017 Q4	$47K	Sell	446 -87	-16%	-$9.18K	0.01%	507
2017 Q3	$56K	Buy	533 +114	+27%	+$12K	0.02%	412
2017 Q2	$44K	Buy	+419	New	+$43.7K	0.02%	427