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McDonald Partners’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

McDonald Partners’s Portfolio FISR Stock Details FISR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-131
Closed -$4.07K – 445
2021
Q4 		$4.07K Buy
+131
New +$4.07K ﹤0.01% 269

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APC
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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

McDonald Partners's FISR Position: Q1 2022 in Review

McDonald Partners sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2022, closing a stake of 131 shares — an estimated $4.07K sold.

McDonald Partners first reported a position in FISR in Q4 2021 and held it in 1 quarter. The position peaked at $4.07K in Q4 2021. 34 funds tracked by Wall St. Rank hold FISR as of Q1 2022.

  • McDonald Partners reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 131 State Street Fixed Income Sector Rotation ETF shares in Q1 2022, an estimated $4.07K.
  • McDonald Partners first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's State Street Fixed Income Sector Rotation ETF position peaked at $4.07K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.