CoreFirst Bank & Trust Historic Quarter Change: USA ETF, Reduced

CoreFirst Bank & Trust historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, CoreFirst Bank & Trust opened 115 positions, added to 175, reduced 124 and sold out of 121.

Q2 2026: Stock AVEM; Country of operation —; Class Com; Shares before 48,792.
Q2 2026: Stock IVV; Country of operation —; Class Com; Shares before 6,345.
Q2 2026: Stock IEMG; Country of operation —; Class Com; Shares before 56,019.
Q2 2026: Stock IVLU; Country of operation —; Class Com; Shares before 164,205.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1845199), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-03); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-02-11); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	AVEM Avantis Emerging Markets Equity ETF	Com	48,792	47,124	-1,668	$3,931,659	$4,546,995	+$615,336	2026-08-05
Q2 2026	IVV Ishares S&P 500 Index Fund	Com	6,345	6,178	-167	$4,144,617	$4,626,642	+$482,025	2026-08-05
Q2 2026	IEMG iShares Core MSCI Emerging Markets ETF	Com	56,019	51,974	-4,045	$3,907,325	$4,305,526	+$398,201	2026-08-05
Q2 2026	IVLU IShares Edge MSCI Intl Value	Com	164,205	163,605	-600	$6,515,654	$6,841,961	+$326,307	2026-08-05
Q2 2026	VYM Vanguard High Dividend Yield Index	Com	38,093	37,752	-341	$5,641,573	$5,965,948	+$324,375	2026-08-05
Q2 2026	AVDV Avantis Intl Small Cap Value	Com	95,842	95,088	-754	$9,570,782	$9,798,819	+$228,037	2026-08-05
Q2 2026	AVES Avantis Emerging Markets Value ETF	Com	32,922	32,902	-20	$1,974,662	$2,158,371	+$183,709	2026-08-05
Q2 2026	VTI Vanguard Total Stock Mkt ETF	Com	1,613	980	-633	$517,467	$362,639	-$154,828	2026-08-05
Q2 2026	IVW IShares S&P 500 Growth Index Fund	Com	1,742	956	-786	$197,038	$131,479	-$65,559	2026-08-05
Q2 2026	QQQ Invesco QQQ Trust Series I	Com	480	440	-40	$277,046	$324,016	+$46,970	2026-08-05
Q2 2026	JEPI JP Morgan Equity Premium Income ETF	Com	50,971	50,481	-490	$2,889,037	$2,851,167	-$37,870	2026-08-05
Q2 2026	MUB iShares S&P National AMT Free Bond Muni	Com	339	23	-316	$35,985	$2,475	-$33,510	2026-08-05
Q2 2026	IYW iShares US Technology ETF	Com	800	650	-150	$145,136	$163,950	+$18,814	2026-08-05
Q2 2026	IWD IShares Russell 1000 Value	Com	709	694	-15	$151,492	$168,246	+$16,754	2026-08-05

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