20/20 Capital Management’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

20/20 Capital Management’s Portfolio LKOR Stock Details LKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,081	Closed	-$309K	–	159
2020 Q4	$309K	Sell	5,081 -10,243	-67%	-$648K	0.09%	130
2020 Q3	$953K	Sell	15,324 -584	-4%	-$37.1K	0.36%	62
2020 Q2	$1.04M	Sell	15,908 -4,874	-23%	-$289K	0.4%	54
2020 Q1	$1.19M	Buy	20,782 +80	+0.4%	+$4.63K	0.54%	39
2019 Q4	$1.23M	Buy	+20,702	New	+$1.19M	0.5%	46

Other funds holding LKOR

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

20/20 Capital Management's LKOR Position: Q1 2021 in Review

20/20 Capital Management sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q1 2021, closing a stake of 5,081 shares — an estimated $309K sold.

20/20 Capital Management first reported a position in LKOR in Q4 2019 and held it in 5 quarters. The position peaked at $1.23M in Q4 2019. 10 funds tracked by Wall St. Rank hold LKOR as of Q1 2021.

20/20 Capital Management reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q1 2021 after selling out during the quarter.
20/20 Capital Management sold 5,081 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q1 2021, an estimated $309K.
20/20 Capital Management first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q4 2019 and held it in 5 quarters.
20/20 Capital Management's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $1.23M in Q4 2019.
10 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q1 2021.

Based on 20/20 Capital Management's 13F filing for Q1 2021, filed 12 May 2021.