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

Interactive Financial 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
2023 Q1	–	Sell	-23,136	Closed	-$1.07M	–	143
2022 Q4	$1.07M	Sell	23,136 -2,561	-10%	-$118K	0.64%	33
2022 Q3	$1.17M	Sell	25,697 -8,889	-26%	-$422K	0.68%	34
2022 Q2	$1.64M	Buy	34,586 +660	+2%	+$31.8K	0.82%	28
2022 Q1	$1.69M	Buy	33,926 +2,340	+7%	+$119K	0.79%	30
2021 Q4	$1.67M	Buy	31,586 +3,960	+14%	+$211K	0.64%	33
2021 Q3	$1.49M	Buy	27,626 +4,810	+21%	+$261K	0.65%	34
2021 Q2	$1.24M	Buy	22,816 +3,932	+21%	+$212K	0.5%	38
2021 Q1	$1.01M	Buy	18,884 +4,153	+28%	+$225K	0.42%	42
2020 Q4	$808K	Buy	14,731 +11,121	+308%	+$611K	0.37%	44
2020 Q3	$198K	Buy	+3,610	New	+$198K	0.1%	70

Other funds holding SKOR

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

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Interactive Financial Advisors's SKOR Position: Q1 2023 in Review

Interactive Financial Advisors sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q1 2023, closing a stake of 23,136 shares — an estimated $1.07M sold.

Interactive Financial Advisors first reported a position in SKOR in Q3 2020 and held it in 10 quarters. The position peaked at $1.69M in Q1 2022. 30 funds tracked by Wall St. Rank hold SKOR as of Q1 2023.

Interactive Financial Advisors reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 23,136 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2023, an estimated $1.07M.
Interactive Financial Advisors first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2020 and held it in 10 quarters.
Interactive Financial Advisors's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $1.69M in Q1 2022.
30 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.