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Anderson Financial Strategies’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Anderson Financial Strategies’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9M Buy
225,020
+7,261
+3% +$356K 6% 5
2025
Q4 		$10.7M Buy
217,759
+3,163
+1% +$156K 6.21% 5
2025
Q3 		$10.6M Buy
214,596
+18,251
+9% +$892K 6.26% 5
2025
Q2 		$9.58M Sell
196,345
-9,255
-5% -$445K 6.13% 5
2025
Q1 		$9.94M Buy
205,600
+18,299
+10% +$878K 6.08% 5
2024
Q4 		$8.93M Buy
+187,301
New +$9.03M 5.38% 6

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Anderson Financial Strategies's SKOR Position: Q1 2026 in Review

Anderson Financial Strategies increased its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 3.3% in Q1 2026, buying an estimated $356K and bringing the position to 225,020 shares worth $10.9M. The position accounts for 6% of the portfolio, ranked #5.

Anderson Financial Strategies first reported a position in SKOR in Q4 2024 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

  • Anderson Financial Strategies held 225,020 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $10.9M as of Q1 2026.
  • Anderson Financial Strategies bought 7,261 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $356K.
  • FlexShares Credit-Scored US Corporate Bond Index Fund made up 6% of Anderson Financial Strategies's portfolio in Q1 2026, its #5 holding.
  • Anderson Financial Strategies first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.