CRG
SKOR icon

Cornerstone Retirement Group’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Cornerstone Retirement Group’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
2023
Q3 		$281K Hold
6,103
– – 0.08% 25
2023
Q2 		$286K Buy
6,103
+17
+0.3% +$802 0.08% 16
2023
Q1 		$289K Buy
+6,086
New +$287K 0.08% 12

Other funds holding SKOR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Retirement Group's SKOR Position: Q3 2023 in Review

Cornerstone Retirement Group held its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) position steady in Q3 2023 at 6,103 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #25.

Cornerstone Retirement Group first reported a position in SKOR in Q1 2023 and has held it in 3 quarters since. The position peaked at $289K in Q1 2023. 33 funds tracked by Wall St. Rank hold SKOR as of Q3 2023.

  • Cornerstone Retirement Group held 6,103 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $281K as of Q3 2023.
  • Cornerstone Retirement Group left its FlexShares Credit-Scored US Corporate Bond Index Fund share count unchanged in Q3 2023.
  • FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.08% of Cornerstone Retirement Group's portfolio in Q3 2023, its #25 holding.
  • Cornerstone Retirement Group first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q1 2023 and has held it in 3 quarters since.
  • Cornerstone Retirement Group's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $289K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.