Comprehensive Wealth Management’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Comprehensive Wealth Management’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
2026 Q1	$3.46M	Buy	83,001 +9,444	+13%	+$401K	1.75%	11
2025 Q4	$3.12M	Buy	73,557 +12,849	+21%	+$555K	1.84%	13
2025 Q3	$2.64M	Buy	60,708 +23,266	+62%	+$990K	1.87%	12
2025 Q2	$1.59M	Buy	37,442 +13,218	+55%	+$545K	1.28%	15
2025 Q1	$1.03M	Buy	24,224 +8,209	+51%	+$347K	0.72%	20
2024 Q4	$672K	Buy	16,015 +2,723	+20%	+$119K	0.5%	24
2024 Q3	$606K	Buy	13,292 +843	+7%	+$37.4K	0.39%	22
2024 Q2	$530K	Buy	+12,449	New	+$529K	0.39%	22

Other funds holding LKOR

CNBT

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

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

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

IFG

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Comprehensive Wealth Management's LKOR Position: Q1 2026 in Review

Comprehensive Wealth Management increased its FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) stake by 13% in Q1 2026, buying an estimated $401K and bringing the position to 83,001 shares worth $3.46M. The position accounts for 1.75% of the portfolio, ranked #11.

Comprehensive Wealth Management first reported a position in LKOR in Q2 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold LKOR as of Q1 2026.

Comprehensive Wealth Management held 83,001 shares of FlexShares Credit-Scored US Long Corporate Bond Index Fund worth $3.46M as of Q1 2026.
Comprehensive Wealth Management bought 9,444 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q1 2026, an estimated $401K.
FlexShares Credit-Scored US Long Corporate Bond Index Fund made up 1.75% of Comprehensive Wealth Management's portfolio in Q1 2026, its #11 holding.
Comprehensive Wealth Management first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q2 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.