HA
SKOR icon

Herold Advisors’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Herold Advisors’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
Q1 		$4.77M Buy
98,157
+14,587
+17% +$715K 1.05% 20
2025
Q4 		$4.11M Buy
83,570
+26,119
+45% +$1.28M 0.92% 28
2025
Q3 		$2.83M Buy
57,451
+7,166
+14% +$350K 0.66% 44
2025
Q2 		$2.45M Buy
50,285
+4,251
+9% +$204K 0.51% 58
2025
Q1 		$2.22M Buy
46,034
+21,149
+85% +$1.01M 0.49% 61
2024
Q4 		$1.19M Buy
+24,885
New +$1.2M 0.26% 105

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 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
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Herold Advisors's SKOR Position: Q1 2026 in Review

Herold Advisors increased its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 17% in Q1 2026, buying an estimated $715K and bringing the position to 98,157 shares worth $4.77M. The position accounts for 1.05% of the portfolio, ranked #20.

Herold Advisors first reported a position in SKOR in Q4 2024 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

  • Herold Advisors held 98,157 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $4.77M as of Q1 2026.
  • Herold Advisors bought 14,587 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $715K.
  • FlexShares Credit-Scored US Corporate Bond Index Fund made up 1.05% of Herold Advisors's portfolio in Q1 2026, its #20 holding.
  • Herold Advisors first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.