Kestra Private Wealth Services’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Kestra Private Wealth Services’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	$2.73M	Sell	56,242 -4,978	-8%	-$244K	0.03%	467
2025 Q4	$3.01M	Sell	61,220 -1,005	-2%	-$49.4K	0.04%	425
2025 Q3	$3.06M	Buy	62,225 +467	+0.8%	+$22.8K	0.04%	414
2025 Q2	$3.01M	Buy	61,758 +9,652	+19%	+$464K	0.04%	394
2025 Q1	$2.52M	Buy	52,106 +1,171	+2%	+$56.2K	0.04%	400
2024 Q4	$2.43M	Buy	50,935 +2,785	+6%	+$134K	0.04%	384
2024 Q3	$2.37M	Buy	48,150 +6,628	+16%	+$321K	0.04%	384
2024 Q2	$1.97M	Buy	41,522 +2,476	+6%	+$117K	0.04%	400
2024 Q1	$1.87M	Buy	39,046 +8,110	+26%	+$387K	0.04%	392
2023 Q4	$1.48M	Buy	30,936 +16,556	+115%	+$769K	0.04%	427
2023 Q3	$662K	Buy	+14,380	New	+$670K	0.02%	576

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 $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

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

Kestra Private Wealth Services's SKOR Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 8.1% in Q1 2026, selling an estimated $244K and leaving 56,242 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #467.

Kestra Private Wealth Services first reported a position in SKOR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.06M in Q3 2025. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

Kestra Private Wealth Services held 56,242 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $2.73M as of Q1 2026.
Kestra Private Wealth Services sold 4,978 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $244K.
FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #467 holding.
Kestra Private Wealth Services first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $3.06M in Q3 2025.
65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.