Marshall Financial Group (Maryland)’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Marshall Financial Group (Maryland)’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
2024 Q4	–	Sell	-4,702	Closed	-$214K	–	223
2024 Q3	$214K	Buy	+4,702	New	+$208K	0.05%	204
2024 Q2	–	Sell	-5,221	Closed	-$229K	–	181
2024 Q1	$229K	Buy	5,221 +472	+10%	+$20.6K	0.07%	163
2023 Q4	$212K	Sell	4,749 -1,263	-21%	-$51.8K	0.07%	170
2023 Q3	$240K	Sell	6,012 -107	-2%	-$4.49K	0.09%	151
2023 Q2	$267K	Buy	6,119 +1,598	+35%	+$69.3K	0.09%	147
2023 Q1	$201K	Buy	+4,521	New	+$198K	0.07%	170

Other funds holding LKOR

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CNBT

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Marshall Financial Group (Maryland)'s LKOR Position: Q4 2024 in Review

Marshall Financial Group (Maryland) sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q4 2024, closing a stake of 4,702 shares — an estimated $214K sold.

Marshall Financial Group (Maryland) first reported a position in LKOR in Q1 2023 and held it in 6 quarters. The position peaked at $267K in Q2 2023. 17 funds tracked by Wall St. Rank hold LKOR as of Q4 2024.

Marshall Financial Group (Maryland) reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q4 2024 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 4,702 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q4 2024, an estimated $214K.
Marshall Financial Group (Maryland) first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q1 2023 and held it in 6 quarters.
Marshall Financial Group (Maryland)'s FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $267K in Q2 2023.
17 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q4 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2024, filed 21 Jan 2025.