Belpointe Asset Management’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-28	Closed	-$1.24K	–	2139
2023 Q1	$1.24K	Hold	28	–	–	﹤0.01%	3432
2022 Q4	$1.18K	Buy	+28	New	+$1.17K	﹤0.01%	3404

Other funds holding LKOR

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Belpointe Asset Management's LKOR Position: Q2 2023 in Review

Belpointe Asset Management sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q2 2023, closing a stake of 28 shares — an estimated $1.24K sold.

Belpointe Asset Management first reported a position in LKOR in Q4 2022 and held it in 2 quarters. The position peaked at $1.24K in Q1 2023. 13 funds tracked by Wall St. Rank hold LKOR as of Q2 2023.

Belpointe Asset Management reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 28 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q2 2023, an estimated $1.24K.
Belpointe Asset Management first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $1.24K in Q1 2023.
13 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.