Burt Wealth Advisors’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Burt Wealth Advisors’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 Q3	$258K	Hold	5,230	–	–	0.06%	105
2025 Q2	$255K	Hold	5,230	–	–	0.06%	105
2025 Q1	$253K	Sell	5,230 -747	-12%	-$35.8K	0.06%	104
2024 Q4	$285K	Hold	5,977	–	–	0.07%	92
2024 Q3	$294K	Hold	5,977	–	–	0.07%	95
2024 Q2	$284K	Hold	5,977	–	–	0.07%	92
2024 Q1	$286K	Sell	5,977 -946	-14%	-$45.1K	0.07%	94
2023 Q4	$332K	Buy	6,923 +2,452	+55%	+$114K	0.09%	77
2023 Q3	$206K	Buy	+4,471	New	+$208K	0.06%	98

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 $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

HTIM

Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return

AFS

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

Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return

Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return

Burt Wealth Advisors's SKOR Position: Q3 2025 in Review

Burt Wealth Advisors held its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) position steady in Q3 2025 at 5,230 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #105.

Burt Wealth Advisors first reported a position in SKOR in Q3 2023 and has held it in 9 quarters since. The position peaked at $332K in Q4 2023. 55 funds tracked by Wall St. Rank hold SKOR as of Q3 2025.

Burt Wealth Advisors held 5,230 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $258K as of Q3 2025.
Burt Wealth Advisors left its FlexShares Credit-Scored US Corporate Bond Index Fund share count unchanged in Q3 2025.
FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.06% of Burt Wealth Advisors's portfolio in Q3 2025, its #105 holding.
Burt Wealth Advisors first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2023 and has held it in 9 quarters since.
Burt Wealth Advisors's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $332K in Q4 2023.
55 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.