Triad Wealth Partners’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Triad Wealth Partners’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
2026 Q1	$2.07M	Buy	42,563 +14,269	+50%	+$700K	0.16%	101
2025 Q4	$1.39M	Buy	28,294 +9,835	+53%	+$484K	0.13%	120
2025 Q3	$909K	Buy	18,459 +4,556	+33%	+$223K	0.12%	127
2025 Q2	$678K	Sell	13,903 -1,330	-9%	-$64K	0.14%	115
2025 Q1	$736K	Sell	15,233 -8,691	-36%	-$417K	0.23%	76
2024 Q4	$1.14M	Sell	23,924 -47,762	-67%	-$2.3M	0.41%	47
2024 Q3	$3.52M	Sell	71,686 -28,604	-29%	-$1.39M	1.87%	19
2024 Q2	$4.76M	Buy	100,290 +15,944	+19%	+$754K	2.49%	10
2024 Q1	$4.03M	Buy	+84,346	New	+$4.02M	3.09%	11

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

AWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CNBT

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

HTIM

Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return

Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return

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

Triad Wealth Partners's SKOR Position: Q1 2026 in Review

Triad Wealth Partners increased its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 50% in Q1 2026, buying an estimated $700K and bringing the position to 42,563 shares worth $2.07M. The position accounts for 0.16% of the portfolio, ranked #101.

Triad Wealth Partners first reported a position in SKOR in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.76M in Q2 2024. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

Triad Wealth Partners held 42,563 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $2.07M as of Q1 2026.
Triad Wealth Partners bought 14,269 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $700K.
FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.16% of Triad Wealth Partners's portfolio in Q1 2026, its #101 holding.
Triad Wealth Partners first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $4.76M in Q2 2024.
65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.