Independent Financial Group’s Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$587K Sell
15,387
-1,293
-8% -$51.9K 0.01% 924
2026
Q2
$699K Buy
16,680
+865
+5% +$36.1K 0.01% 837
2026
Q1
$659K Sell
15,815
-339
-2% -$14.4K 0.01% 794
2025
Q4
$686K Buy
16,154
+75
+0.5% +$3.24K 0.02% 760
2025
Q3
$699K Sell
16,079
-150
-0.9% -$6.38K 0.02% 721
2025
Q2
$689K Buy
16,229
+4,210
+35% +$174K 0.02% 663
2025
Q1
$510K Buy
12,019
+523
+5% +$22.1K 0.02% 703
2024
Q4
$482K Buy
11,496
+1,674
+17% +$73K 0.02% 707
2024
Q3
$448K Buy
+9,822
New +$435K 0.02% 698

Other funds holding LKOR

Independent Financial Group's LKOR Position: Q3 2026 in Review

Independent Financial Group reduced its Northern Trust Credit-Scored US Long Corporate Bond ETF (LKOR) stake by 7.8% in Q3 2026, selling an estimated $51.9K and leaving 15,387 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #924.

Independent Financial Group first reported a position in LKOR in Q3 2024 and has held it in 9 quarters since. The position peaked at $699K in Q2 2026. 2 funds tracked by Wall St. Rank hold LKOR as of Q3 2026.

  • Independent Financial Group held 15,387 shares of Northern Trust Credit-Scored US Long Corporate Bond ETF worth $587K as of Q3 2026.
  • Independent Financial Group sold 1,293 Northern Trust Credit-Scored US Long Corporate Bond ETF shares in Q3 2026, an estimated $51.9K.
  • Northern Trust Credit-Scored US Long Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #924 holding.
  • Independent Financial Group first reported a position in Northern Trust Credit-Scored US Long Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Independent Financial Group's Northern Trust Credit-Scored US Long Corporate Bond ETF position peaked at $699K in Q2 2026.
  • 2 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Long Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.