Cherry Tree Wealth Management’s Northern Trust Credit-Scored US Corporate Bond ETF SKOR Stock Holding History

Cherry Tree Wealth Management’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 Q3	$1.18M	Buy	25,159 +7,816	+45%	+$374K	0.22%	71
2026 Q2	$842K	Hold	17,343	–	–	0.16%	79
2026 Q1	$843K	Sell	17,343 -1,990	-10%	-$97.6K	0.18%	74
2025 Q4	$950K	Sell	19,333 -428	-2%	-$21.1K	0.2%	76
2025 Q3	$973K	Sell	19,761 -326	-2%	-$15.9K	0.21%	72
2025 Q2	$980K	Sell	20,087 -3,927	-16%	-$189K	0.23%	70
2025 Q1	$1.16M	Hold	24,014	–	–	0.28%	65
2024 Q4	$1.15M	Buy	24,014 +646	+3%	+$31.2K	0.28%	64
2024 Q3	$1.15M	Sell	23,368 -1,254	-5%	-$60.7K	0.27%	65
2024 Q2	$1.17M	Buy	24,622 +87	+0.4%	+$4.11K	0.29%	62
2024 Q1	$1.17M	Sell	24,535 -718	-3%	-$34.2K	0.29%	62
2023 Q4	$1.21M	Buy	25,253 +471	+2%	+$21.9K	0.32%	58
2023 Q3	$1.14M	Sell	24,782 -316	-1%	-$14.7K	0.33%	52
2023 Q2	$1.18M	Buy	+25,098	New	+$1.18M	0.34%	51

Other funds holding SKOR

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return

Finward Bancorp Munster, Indiana $136M AUM 15.85% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Succession Financial Mckinney, Texas $104M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Cherry Tree Wealth Management's SKOR Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) stake by 45% in Q3 2026, buying an estimated $374K and bringing the position to 25,159 shares worth $1.18M. The position accounts for 0.22% of the portfolio, ranked #71.

Cherry Tree Wealth Management first reported a position in SKOR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2023. 15 funds tracked by Wall St. Rank hold SKOR as of Q3 2026.

Cherry Tree Wealth Management held 25,159 shares of Northern Trust Credit-Scored US Corporate Bond ETF worth $1.18M as of Q3 2026.
Cherry Tree Wealth Management bought 7,816 Northern Trust Credit-Scored US Corporate Bond ETF shares in Q3 2026, an estimated $374K.
Northern Trust Credit-Scored US Corporate Bond ETF made up 0.22% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #71 holding.
Cherry Tree Wealth Management first reported a position in Northern Trust Credit-Scored US Corporate Bond ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Northern Trust Credit-Scored US Corporate Bond ETF position peaked at $1.21M in Q4 2023.
15 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Corporate Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.