Peak Planning Group’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$263K Sell
5,079
-17
-0.3% -$891 0.26% 63
2020
Q4
$270K Buy
+5,096
New +$269K 0.31% 52

Other funds holding KORP

Peak Planning Group's KORP Position: Q1 2021 in Review

Peak Planning Group reduced its American Century Diversified Corporate Bond ETF (KORP) stake by 0.33% in Q1 2021, selling an estimated $891 and leaving 5,079 shares worth $263K. The position accounts for 0.26% of the portfolio, ranked #63.

Peak Planning Group first reported a position in KORP in Q4 2020 and has held it in 2 quarters since. The position peaked at $270K in Q4 2020. 22 funds tracked by Wall St. Rank hold KORP as of Q1 2021.

  • Peak Planning Group held 5,079 shares of American Century Diversified Corporate Bond ETF worth $263K as of Q1 2021.
  • Peak Planning Group sold 17 American Century Diversified Corporate Bond ETF shares in Q1 2021, an estimated $891.
  • American Century Diversified Corporate Bond ETF made up 0.26% of Peak Planning Group's portfolio in Q1 2021, its #63 holding.
  • Peak Planning Group first reported a position in American Century Diversified Corporate Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • Peak Planning Group's American Century Diversified Corporate Bond ETF position peaked at $270K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q1 2021.

Based on Peak Planning Group's 13F filing for Q1 2021, filed 22 Jun 2026.