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Independent Advisor Alliance’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Independent Advisor Alliance’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 		$1.88M Sell
38,705
-13
-0% -$637 0.02% 574
2025
Q4 		$1.9M Buy
38,718
+2,691
+7% +$132K 0.05% 316
2025
Q3 		$1.77M Buy
36,027
+467
+1% +$22.8K 0.05% 321
2025
Q2 		$1.73M Buy
35,560
+9,750
+38% +$469K 0.05% 310
2025
Q1 		$1.25M Buy
25,810
+6,166
+31% +$296K 0.04% 333
2024
Q4 		$937K Buy
19,644
+15,320
+354% +$739K 0.01% 746
2024
Q3 		$212K Buy
+4,324
New +$209K 0.01% 648

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

Independent Advisor Alliance's SKOR Position: Q1 2026 in Review

Independent Advisor Alliance reduced its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 0.03% in Q1 2026, selling an estimated $637 and leaving 38,705 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #574.

Independent Advisor Alliance first reported a position in SKOR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2025. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

  • Independent Advisor Alliance held 38,705 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $1.88M as of Q1 2026.
  • Independent Advisor Alliance sold 13 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $637.
  • FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #574 holding.
  • Independent Advisor Alliance first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Independent Advisor Alliance's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $1.9M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.