Ulland Investment Advisors’s Barings Corporate Investors MCI Stock Holding History

Ulland Investment Advisors’s Portfolio MCI Stock Details MCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13K	Hold	735	–	–	0.01%	175
2026 Q1	$13K	Hold	735	–	–	0.01%	165
2025 Q4	$13K	Hold	735	–	–	0.01%	166
2025 Q3	$15K	Sell	735 -15	-2%	-$318	0.01%	168
2025 Q2	$16K	Hold	750	–	–	0.01%	161
2025 Q1	$18K	Hold	750	–	–	0.02%	152
2024 Q4	$15K	Hold	750	–	–	0.01%	157
2024 Q3	$15K	Hold	750	–	–	0.01%	157
2024 Q2	$14K	Hold	750	–	–	0.01%	160
2024 Q1	$13K	Hold	750	–	–	0.01%	171
2023 Q4	$14K	Hold	750	–	–	0.01%	154
2023 Q3	$12K	Sell	750 -415	-36%	-$6.36K	0.01%	168
2023 Q2	$17K	Hold	1,165	–	–	0.02%	146
2023 Q1	$16K	Hold	1,165	–	–	0.02%	141
2022 Q4	$16K	Hold	1,165	–	–	0.02%	145
2022 Q3	$15K	Hold	1,165	–	–	0.02%	144
2022 Q2	$16K	Hold	1,165	–	–	0.02%	153
2022 Q1	$18K	Hold	1,165	–	–	0.01%	160
2021 Q4	$19K	Buy	+1,165	New	+$18.6K	0.01%	150

Other funds holding MCI

BIA

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ulland Investment Advisors's MCI Position: Q2 2026 in Review

Ulland Investment Advisors held its Barings Corporate Investors (MCI) position steady in Q2 2026 at 735 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #175.

Ulland Investment Advisors first reported a position in MCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $19K in Q4 2021. 24 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Ulland Investment Advisors held 735 shares of Barings Corporate Investors worth $13K as of Q2 2026.
Ulland Investment Advisors left its Barings Corporate Investors share count unchanged in Q2 2026.
Barings Corporate Investors made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #175 holding.
Ulland Investment Advisors first reported a position in Barings Corporate Investors in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Barings Corporate Investors position peaked at $19K in Q4 2021.
24 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.