WealthShield Partners’s KFA Dynamic Fixed Income ETF KDFI Stock Holding History

WealthShield Partners’s Portfolio KDFI Stock Details KDFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-32,971	Closed	-$706K	–	308
2021 Q3	$706K	Sell	32,971 -46,787	-59%	-$1.02M	0.19%	106
2021 Q2	$1.74M	Sell	79,758 -461,480	-85%	-$10M	0.27%	72
2021 Q1	$11.6M	Buy	541,238 +83,130	+18%	+$1.8M	2.09%	6
2020 Q4	$9.9M	Buy	458,108 +324,105	+242%	+$6.9M	1.83%	11
2020 Q3	$2.77M	Buy	134,003 +20,601	+18%	+$431K	0.97%	24
2020 Q2	$2.37M	Buy	113,402 +648	+0.6%	+$13.6K	1.09%	23
2020 Q1	$2.36M	Buy	+112,754	New	+$2.68M	1.44%	19

WealthShield Partners's KDFI Position: Q4 2021 in Review

WealthShield Partners sold out of KFA Dynamic Fixed Income ETF (KDFI) in Q4 2021, closing a stake of 32,971 shares — an estimated $706K sold.

WealthShield Partners first reported a position in KDFI in Q1 2020 and held it in 7 quarters. The position peaked at $11.6M in Q1 2021. 0 funds tracked by Wall St. Rank hold KDFI as of Q4 2021.

WealthShield Partners reported no remaining KFA Dynamic Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
WealthShield Partners sold 32,971 KFA Dynamic Fixed Income ETF shares in Q4 2021, an estimated $706K.
WealthShield Partners first reported a position in KFA Dynamic Fixed Income ETF in Q1 2020 and held it in 7 quarters.
WealthShield Partners's KFA Dynamic Fixed Income ETF position peaked at $11.6M in Q1 2021.
0 funds tracked by Wall St. Rank held KFA Dynamic Fixed Income ETF as of Q4 2021.

Based on WealthShield Partners's 13F filing for Q4 2021, filed 10 Feb 2022.