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

INVST’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	$987K	Sell	20,301 -8,006	-28%	-$393K	0.11%	148
2025 Q4	$1.39M	Buy	28,307 +1,361	+5%	+$67K	0.15%	115
2025 Q3	$1.33M	Buy	26,946 +3,869	+17%	+$189K	0.15%	116
2025 Q2	$1.13M	Sell	23,077 -58,883	-72%	-$2.83M	0.14%	127
2025 Q1	$3.96M	Sell	81,960 -24,835	-23%	-$1.19M	0.54%	46
2024 Q4	$5.09M	Sell	106,795 -2,115	-2%	-$102K	0.62%	42
2024 Q3	$5.35M	Sell	108,910 -4,648	-4%	-$225K	0.65%	39
2024 Q2	$5.36M	Sell	113,558 -5,222	-4%	-$247K	0.59%	41
2024 Q1	$5.63M	Buy	118,780 +6,077	+5%	+$290K	0.67%	37
2023 Q4	$5.38M	Buy	+112,703	New	+$5.23M	0.69%	37

Other funds holding SKOR

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

CNBT

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

HTIM

Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return

Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return

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

INVST's SKOR Position: Q1 2026 in Review

INVST reduced its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 28% in Q1 2026, selling an estimated $393K and leaving 20,301 shares worth $987K. The position accounts for 0.11% of the portfolio, ranked #148.

INVST first reported a position in SKOR in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.63M in Q1 2024. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

INVST held 20,301 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $987K as of Q1 2026.
INVST sold 8,006 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $393K.
FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.11% of INVST's portfolio in Q1 2026, its #148 holding.
INVST first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
INVST's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $5.63M in Q1 2024.
65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.