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Coppell Advisory Solutions’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Coppell Advisory Solutions’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
-147
Closed -$7.03K – 1595
2024
Q4 		$7.03K Hold
147
– – ﹤0.01% 1232
2024
Q3 		$7.23K Hold
147
– – ﹤0.01% 1169
2024
Q2 		$6.98K Buy
+147
New +$6.95K ﹤0.01% 1118

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AWM
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Morgan Stanley
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 $943M AUM 22.21% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
Stifel Financial
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

Coppell Advisory Solutions's SKOR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q1 2025, closing a stake of 147 shares — an estimated $7.03K sold.

Coppell Advisory Solutions first reported a position in SKOR in Q2 2024 and held it in 3 quarters. The position peaked at $7.23K in Q3 2024. 57 funds tracked by Wall St. Rank hold SKOR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 147 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2025, an estimated $7.03K.
  • Coppell Advisory Solutions first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $7.23K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.