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

SMART Wealth’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	$2M	Buy	+48,037	New	+$2.04M	0.59%	59

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

IFG

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SMART Wealth's LKOR Position: Q1 2026 in Review

SMART Wealth opened a new position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q1 2026: 48,037 shares worth $2M. The stake represents 0.59% of the portfolio and ranks #59 among its holdings.

16 funds tracked by Wall St. Rank hold LKOR as of Q1 2026.

SMART Wealth held 48,037 shares of FlexShares Credit-Scored US Long Corporate Bond Index Fund worth $2M as of Q1 2026.
FlexShares Credit-Scored US Long Corporate Bond Index Fund was a new SMART Wealth position in Q1 2026.
FlexShares Credit-Scored US Long Corporate Bond Index Fund made up 0.59% of SMART Wealth's portfolio in Q1 2026, its #59 holding.
16 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.