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

Summit Wealth & Retirement Planning’s Portfolio SKOR Stock Details SKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,159	Closed	-$245K	–	100
2023 Q1	$245K	Sell	5,159 -6,168	-54%	-$290K	0.09%	96
2022 Q4	$525K	Sell	11,327 -107	-0.9%	-$4.93K	0.21%	61
2022 Q3	$522K	Sell	11,434 -190	-2%	-$9.02K	0.21%	61
2022 Q2	$551K	Sell	11,624 -550	-5%	-$26.5K	0.21%	59
2022 Q1	$606K	Sell	12,174 -1,626	-12%	-$83K	0.21%	61
2021 Q4	$728K	Sell	13,800 -2,147	-13%	-$114K	0.25%	50
2021 Q3	$859K	Sell	15,947 -300	-2%	-$16.3K	0.31%	49
2021 Q2	$880K	Sell	16,247 -1,843	-10%	-$99.3K	0.33%	47
2021 Q1	$968K	Sell	18,090 -1,355	-7%	-$73.4K	0.36%	45
2020 Q4	$1.07M	Buy	19,445 +4,186	+27%	+$230K	0.4%	46
2020 Q3	$836K	Buy	+15,259	New	+$838K	0.36%	51

Other funds holding SKOR

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CNBT

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

BCM

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

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

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $473M AUM 12.37% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's SKOR Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q2 2023, closing a stake of 5,159 shares — an estimated $245K sold.

Summit Wealth & Retirement Planning first reported a position in SKOR in Q3 2020 and held it in 11 quarters. The position peaked at $1.07M in Q4 2020. 36 funds tracked by Wall St. Rank hold SKOR as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 5,159 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q2 2023, an estimated $245K.
Summit Wealth & Retirement Planning first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2020 and held it in 11 quarters.
Summit Wealth & Retirement Planning's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $1.07M in Q4 2020.
36 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.