Summit Wealth & Retirement Planning’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Summit Wealth & Retirement Planning’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
2022 Q2	–	Sell	-6,408	Closed	-$334K	–	116
2022 Q1	$334K	Sell	6,408 -179	-3%	-$9.67K	0.12%	82
2021 Q4	$389K	Sell	6,587 -300	-4%	-$18K	0.13%	72
2021 Q3	$412K	Buy	6,887 +100	+1%	+$6.13K	0.15%	68
2021 Q2	$412K	Sell	6,787 -661	-9%	-$38.8K	0.15%	65
2021 Q1	$428K	Buy	7,448 +65	+0.9%	+$3.86K	0.16%	73
2020 Q4	$464K	Buy	7,383 +2,997	+68%	+$190K	0.18%	85
2020 Q3	$273K	Buy	+4,386	New	+$279K	0.12%	92

Other funds holding LKOR

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's LKOR Position: Q2 2022 in Review

Summit Wealth & Retirement Planning sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q2 2022, closing a stake of 6,408 shares — an estimated $334K sold.

Summit Wealth & Retirement Planning first reported a position in LKOR in Q3 2020 and held it in 7 quarters. The position peaked at $464K in Q4 2020. 17 funds tracked by Wall St. Rank hold LKOR as of Q2 2022.

Summit Wealth & Retirement Planning reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q2 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 6,408 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q2 2022, an estimated $334K.
Summit Wealth & Retirement Planning first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q3 2020 and held it in 7 quarters.
Summit Wealth & Retirement Planning's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $464K in Q4 2020.
17 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q2 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2022, filed 2 Aug 2022.