Cambridge Investment Research Advisors’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Cambridge Investment Research Advisors’s Portfolio LKOR Stock Details LKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,710	Closed	-$365K	–	3575
2024 Q4	$365K	Buy	+8,710	New	+$380K	﹤0.01%	2674
2024 Q2	–	Sell	-7,050	Closed	-$309K	–	3381
2024 Q1	$309K	Buy	+7,050	New	+$307K	﹤0.01%	2682

Other funds holding LKOR

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Cambridge Investment Research Advisors's LKOR Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q1 2025, closing a stake of 8,710 shares — an estimated $365K sold.

Cambridge Investment Research Advisors first reported a position in LKOR in Q1 2024 and held it in 2 quarters. The position peaked at $365K in Q4 2024. 16 funds tracked by Wall St. Rank hold LKOR as of Q1 2025.

Cambridge Investment Research Advisors reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 8,710 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q1 2025, an estimated $365K.
Cambridge Investment Research Advisors first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q1 2024 and held it in 2 quarters.
Cambridge Investment Research Advisors's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $365K in Q4 2024.
16 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.