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

PSI Advisors’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
2025 Q2	–	Sell	-22	Closed	-$934	–	426
2025 Q1	$934	Sell	22 -11	-33%	-$465	﹤0.01%	648
2024 Q4	$1.38K	Buy	33 +3	+10%	+$131	﹤0.01%	762
2024 Q3	$1.37K	Buy	30 +15	+100%	+$665	﹤0.01%	767
2024 Q2	$639	Buy	+15	New	+$637	﹤0.01%	780

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PSI Advisors's LKOR Position: Q2 2025 in Review

PSI Advisors sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q2 2025, closing a stake of 22 shares — an estimated $934 sold.

PSI Advisors first reported a position in LKOR in Q2 2024 and held it in 4 quarters. The position peaked at $1.38K in Q4 2024. 13 funds tracked by Wall St. Rank hold LKOR as of Q2 2025.

PSI Advisors reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 22 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q2 2025, an estimated $934.
PSI Advisors first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q2 2024 and held it in 4 quarters.
PSI Advisors's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $1.38K in Q4 2024.
13 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.