Osaic Holdings
LKOR icon

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

Osaic Holdings’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 		$177K Sell
4,237
-215
-5% -$9.12K ﹤0.01% 4248
2025
Q4 		$189K Sell
4,452
-680
-13% -$29.4K ﹤0.01% 4196
2025
Q3 		$217K Sell
5,132
-272
-5% -$11.6K ﹤0.01% 4141
2025
Q2 		$229K Buy
5,404
+387
+8% +$16K ﹤0.01% 3827
2025
Q1 		$213K Sell
5,017
-131
-3% -$5.54K ﹤0.01% 3570
2024
Q4 		$216K Sell
5,148
-728
-12% -$31.7K ﹤0.01% 3529
2024
Q3 		$268K Buy
5,876
+2,435
+71% +$108K ﹤0.01% 3414
2024
Q2 		$147K Buy
3,441
+166
+5% +$7.05K ﹤0.01% 3822
2024
Q1 		$143K Buy
3,275
+668
+26% +$29.1K ﹤0.01% 3961
2023
Q4 		$116K Hold
2,607
– – ﹤0.01% 4324
2023
Q3 		$104K Hold
2,607
– – ﹤0.01% 4483
2023
Q2 		$114K Hold
2,607
– – ﹤0.01% 4339
2023
Q1 		$116K Buy
2,607
+1,500
+136% +$65.8K ﹤0.01% 4319
2022
Q4 		$47K Hold
1,107
– – ﹤0.01% 4989
2022
Q3 		$45K Hold
1,107
– – ﹤0.01% 4997
2022
Q2 		$50K Hold
1,107
– – ﹤0.01% 4958
2022
Q1 		$58K Sell
1,107
-2,901
-72% -$157K ﹤0.01% 4993
2021
Q4 		$236K Buy
4,008
+1,085
+37% +$65.2K ﹤0.01% 3794
2021
Q3 		$175K Buy
+2,923
New +$179K ﹤0.01% 4031

Other funds holding LKOR

CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings's LKOR Position: Q1 2026 in Review

Osaic Holdings reduced its FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) stake by 4.8% in Q1 2026, selling an estimated $9.12K and leaving 4,237 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #4248.

Osaic Holdings first reported a position in LKOR in Q3 2021 and has held it in 19 quarters since. The position peaked at $268K in Q3 2024. 16 funds tracked by Wall St. Rank hold LKOR as of Q1 2026.

  • Osaic Holdings held 4,237 shares of FlexShares Credit-Scored US Long Corporate Bond Index Fund worth $177K as of Q1 2026.
  • Osaic Holdings sold 215 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q1 2026, an estimated $9.12K.
  • FlexShares Credit-Scored US Long Corporate Bond Index Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4248 holding.
  • Osaic Holdings first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q3 2021 and has held it in 19 quarters since.
  • Osaic Holdings's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $268K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.