Bank of Montreal’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Bank of Montreal’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
2025 Q1	–	Sell	-1,473	Closed	-$70.3K	–	3717
2024 Q4	$70.3K	Buy	1,473 +23	+2%	+$1.11K	﹤0.01%	3035
2024 Q3	$71.3K	Sell	1,450 -43,875	-97%	-$2.12M	﹤0.01%	3333
2024 Q2	$2.16M	Buy	+45,325	New	+$2.14M	﹤0.01%	1626
2018 Q3	–	Sell	-3,400	Closed	-$166K	–	4870
2018 Q2	$166K	Buy	+3,400	New	+$167K	﹤0.01%	2859
2017 Q3	–	Sell	-3,650	Closed	-$186K	–	4307
2017 Q2	$186K	Buy	+3,650	New	+$185K	﹤0.01%	2690

Other funds holding SKOR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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 $1.04B AUM 29.41% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BCM

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

Bank of Montreal's SKOR Position: Q1 2025 in Review

Bank of Montreal sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q1 2025, closing a stake of 1,473 shares — an estimated $70.3K sold.

Bank of Montreal first reported a position in SKOR in Q2 2017 and held it in 5 quarters. The position peaked at $2.16M in Q2 2024. 57 funds tracked by Wall St. Rank hold SKOR as of Q1 2025.

Bank of Montreal reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Bank of Montreal sold 1,473 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2025, an estimated $70.3K.
Bank of Montreal first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q2 2017 and held it in 5 quarters.
Bank of Montreal's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $2.16M in Q2 2024.
57 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.