LPL Financial
LKOR icon

LPL Financial’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

LPL Financial’s Portfolio LKOR Stock Details LKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$603K Buy
14,454
+125
+0.9% +$5.3K ﹤0.01% 4597
2025
Q4 		$608K Sell
14,329
-1,859
-11% -$80.3K ﹤0.01% 4546
2025
Q3 		$704K Sell
16,188
-374
-2% -$15.9K ﹤0.01% 4340
2025
Q2 		$703K Buy
16,562
+74
+0.4% +$3.05K ﹤0.01% 4080
2025
Q1 		$700K Buy
16,488
+1,418
+9% +$59.9K ﹤0.01% 3849
2024
Q4 		$632K Sell
15,070
-2,596
-15% -$113K ﹤0.01% 3886
2024
Q3 		$805K Buy
17,666
+5,584
+46% +$248K ﹤0.01% 3586
2024
Q2 		$515K Sell
12,082
-303
-2% -$12.9K ﹤0.01% 3850
2024
Q1 		$542K Buy
12,385
+495
+4% +$21.6K ﹤0.01% 3711
2023
Q4 		$531K Sell
11,890
-7
-0.1% -$287 ﹤0.01% 3617
2023
Q3 		$475K Sell
11,897
-1,100
-8% -$46.2K ﹤0.01% 3533
2023
Q2 		$567K Sell
12,997
-50
-0.4% -$2.17K ﹤0.01% 3334
2023
Q1 		$579K Sell
13,047
-225
-2% -$9.87K ﹤0.01% 3201
2022
Q4 		$559K Sell
13,272
-33
-0.2% -$1.38K ﹤0.01% 3151
2022
Q3 		$540K Sell
13,305
-1,071
-7% -$48K ﹤0.01% 3081
2022
Q2 		$645K Sell
14,376
-1,278
-8% -$59.7K ﹤0.01% 2970
2022
Q1 		$816K Sell
15,654
-3,296
-17% -$178K ﹤0.01% 2785
2021
Q4 		$1.12M Buy
18,950
+1,080
+6% +$64.9K ﹤0.01% 2557
2021
Q3 		$1.07M Buy
17,870
+264
+1% +$16.2K ﹤0.01% 2557
2021
Q2 		$1.07M Buy
17,606
+759
+5% +$44.6K ﹤0.01% 2510
2021
Q1 		$967K Sell
16,847
-27,262
-62% -$1.62M ﹤0.01% 2418
2020
Q4 		$2.77M Sell
44,109
-2,597
-6% -$164K ﹤0.01% 1473
2020
Q3 		$2.9M Hold
46,706
– – ﹤0.01% 1250
2020
Q2 		$2.9M Buy
46,706
+7,143
+18% +$424K 0.01% 1157
2020
Q1 		$2.23M Sell
39,563
-2,295
-5% -$133K ﹤0.01% 1127
2019
Q4 		$2.42M Buy
41,858
+1,992
+5% +$115K ﹤0.01% 1227
2019
Q3 		$2.29M Buy
39,866
+33,141
+493% +$1.89M ﹤0.01% 1177
2019
Q2 		$371K Buy
6,725
+226
+3% +$11.8K ﹤0.01% 2518
2019
Q1 		$337K Sell
6,499
-312
-5% -$15.6K ﹤0.01% 2542
2018
Q4 		$331K Hold
6,811
– – ﹤0.01% 2392
2018
Q3 		$341K Hold
6,811
– – ﹤0.01% 2567
2018
Q2 		$339K Hold
6,811
– – ﹤0.01% 2533
2018
Q1 		$356K Hold
6,811
– – ﹤0.01% 2461
2017
Q4 		$373K Buy
6,811
+2,111
+45% +$114K ﹤0.01% 2306
2017
Q3 		$252K Buy
+4,700
New +$252K ﹤0.01% 2505

Other funds holding LKOR

CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial's LKOR Position: Q1 2026 in Review

LPL Financial increased its FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) stake by 0.87% in Q1 2026, buying an estimated $5.3K and bringing the position to 14,454 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #4597.

LPL Financial first reported a position in LKOR in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.9M in Q3 2020. 16 funds tracked by Wall St. Rank hold LKOR as of Q1 2026.

  • LPL Financial held 14,454 shares of FlexShares Credit-Scored US Long Corporate Bond Index Fund worth $603K as of Q1 2026.
  • LPL Financial bought 125 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q1 2026, an estimated $5.3K.
  • FlexShares Credit-Scored US Long Corporate Bond Index Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4597 holding.
  • LPL Financial first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q3 2017 and has held it in 35 quarters since.
  • LPL Financial's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $2.9M in Q3 2020.
  • 16 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.