Kingsview Wealth Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Kingsview Wealth Management’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 Q4	–	Sell	-9,970	Closed	-$459K	–	1020
2023 Q3	$459K	Buy	+9,970	New	+$464K	0.02%	634
2023 Q2	–	Sell	-10,915	Closed	-$518K	–	972
2023 Q1	$518K	Sell	10,915 -188	-2%	-$8.85K	0.02%	564
2022 Q4	$515K	Sell	11,103 -6,058	-35%	-$279K	0.02%	500
2022 Q3	$783K	Sell	17,161 -8,509	-33%	-$404K	0.04%	390
2022 Q2	$1.22M	Buy	25,670 +5,197	+25%	+$250K	0.06%	315
2022 Q1	$1.02M	Buy	20,473 +6,209	+44%	+$317K	0.04%	387
2021 Q4	$753K	Buy	14,264 +1,305	+10%	+$69.6K	0.03%	478
2021 Q3	$698K	Buy	+12,959	New	+$703K	0.03%	469

Other funds holding SKOR

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

HTIM

Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return

BCM

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

Kingsview Wealth Management's SKOR Position: Q4 2023 in Review

Kingsview Wealth Management sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q4 2023, closing a stake of 9,970 shares — an estimated $459K sold.

Kingsview Wealth Management first reported a position in SKOR in Q3 2021 and held it in 8 quarters. The position peaked at $1.22M in Q2 2022. 36 funds tracked by Wall St. Rank hold SKOR as of Q4 2023.

Kingsview Wealth Management reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 9,970 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q4 2023, an estimated $459K.
Kingsview Wealth Management first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2021 and held it in 8 quarters.
Kingsview Wealth Management's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $1.22M in Q2 2022.
36 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.