Horan Securities’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Horan Securities’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	–	Sell	-5	Closed	-$234	–	558
2023 Q2	$234	Hold	5	–	–	﹤0.01%	692
2023 Q1	$237	Hold	5	–	–	﹤0.01%	713
2022 Q4	$232	Sell	5 -698	-99%	-$32.1K	﹤0.01%	753
2022 Q3	$32K	Buy	703 +4	+0.6%	+$190	0.02%	234
2022 Q2	$33K	Buy	699 +174	+33%	+$8.37K	0.02%	215
2022 Q1	$26K	Buy	525 +43	+9%	+$2.19K	0.02%	235
2021 Q4	$25K	Buy	+482	New	+$25.7K	0.01%	227
2021 Q2	$26K	Sell	473 -33	-7%	-$1.78K	0.02%	217
2021 Q1	$27K	Sell	506 -739	-59%	-$40K	0.02%	192
2020 Q4	$68K	Buy	+1,245	New	+$68.4K	0.06%	104

Other funds holding SKOR

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

CNBT

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

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Horan Securities's SKOR Position: Q3 2023 in Review

Horan Securities sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q3 2023, closing a stake of 5 shares — an estimated $234 sold.

Horan Securities first reported a position in SKOR in Q4 2020 and held it in 10 quarters. The position peaked at $68K in Q4 2020. 33 funds tracked by Wall St. Rank hold SKOR as of Q3 2023.

Horan Securities reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 5 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q3 2023, an estimated $234.
Horan Securities first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2020 and held it in 10 quarters.
Horan Securities's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $68K in Q4 2020.
33 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.