UBS Group’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-39
| Closed | -$1.7K | – | 10904 |
|
|
2025
Q3 | $1.7K | Buy |
+39
| New | +$1.66K | ﹤0.01% | 9295 |
|
|
2025
Q2 | – | Sell |
-79
| Closed | -$3.35K | – | 10594 |
|
|
2025
Q1 | $3.35K | Buy |
+79
| New | +$3.34K | ﹤0.01% | 9223 |
|
|
2024
Q3 | – | Sell |
-871
| Closed | -$37.1K | – | 9828 |
|
|
2024
Q2 | $37.1K | Buy |
+871
| New | +$37K | ﹤0.01% | 6915 |
|
|
2024
Q1 | – | Sell |
-62
| Closed | -$2.77K | – | 9725 |
|
|
2023
Q4 | $2.77K | Buy |
+62
| New | +$2.54K | ﹤0.01% | 8055 |
|
|
2023
Q3 | – | Sell |
-1,473
| Closed | -$64.2K | – | 9751 |
|
|
2023
Q2 | $64.2K | Buy |
+1,473
| New | +$63.8K | ﹤0.01% | 6326 |
|
|
2023
Q1 | – | Sell |
-3,688
| Closed | -$155K | – | 10017 |
|
|
2022
Q4 | $155K | Buy |
3,688
+3,299
| +848% | +$138K | ﹤0.01% | 5697 |
|
|
2022
Q3 | $16K | Sell |
389
-196
| -34% | -$8.79K | ﹤0.01% | 7692 |
|
|
2022
Q2 | $26K | Sell |
585
-658
| -53% | -$30.7K | ﹤0.01% | 6555 |
|
|
2022
Q1 | $65K | Buy |
+1,243
| New | +$67.2K | ﹤0.01% | 6240 |
|
|
2021
Q1 | – | Sell |
-731
| Closed | -$46K | – | 9267 |
|
|
2020
Q4 | $46K | Sell |
731
-1,483
| -67% | -$93.8K | ﹤0.01% | 6264 |
|
|
2020
Q3 | $138K | Buy |
2,214
+1,967
| +796% | +$125K | ﹤0.01% | 5008 |
|
|
2020
Q2 | $15K | Buy |
247
+175
| +243% | +$10.4K | ﹤0.01% | 6738 |
|
|
2020
Q1 | $4K | Sell |
72
-1,290
| -95% | -$74.6K | ﹤0.01% | 7399 |
|
|
2019
Q4 | $79K | Sell |
1,362
-954
| -41% | -$54.9K | ﹤0.01% | 6115 |
|
|
2019
Q3 | $133K | Buy |
+2,316
| New | +$132K | ﹤0.01% | 5576 |
|
|
2019
Q2 | – | Sell |
-1,461
| Closed | -$76K | – | 8023 |
|
|
2019
Q1 | $76K | Sell |
1,461
-170
| -10% | -$8.5K | ﹤0.01% | 5271 |
|
|
2018
Q4 | $79K | Buy |
1,631
+95
| +6% | +$4.59K | ﹤0.01% | 5739 |
|
|
2018
Q3 | $77K | Sell |
1,536
-100
| -6% | -$5.02K | ﹤0.01% | 5801 |
|
|
2018
Q2 | $81K | Sell |
1,636
-1,264
| -44% | -$63.7K | ﹤0.01% | 5601 |
|
|
2018
Q1 | $152K | Buy |
2,900
+2,575
| +792% | +$136K | ﹤0.01% | 4958 |
|
|
2017
Q4 | $18K | Buy |
+325
| New | +$17.6K | ﹤0.01% | 6629 |
|
|
2017
Q3 | – | Sell |
-148
| Closed | -$8K | – | 7876 |
|
|
2017
Q2 | $8K | Buy |
148
+108
| +270% | +$5.62K | ﹤0.01% | 6911 |
|
|
2017
Q1 | $2K | Sell |
40
-360
| -90% | -$18.1K | ﹤0.01% | 7291 |
|
|
2016
Q4 | $20K | Buy |
+400
| New | +$21.1K | ﹤0.01% | 6515 |
|
|
2016
Q2 | – | Sell |
-70
| Closed | -$4K | – | 7861 |
|
|
2016
Q1 | $4K | Buy |
+70
| New | +$3.48K | ﹤0.01% | 7094 |
|
Other funds holding LKOR
CNBT
CWM
IFG
PAG
UBS Group's LKOR Position: Q4 2025 in Review
UBS Group sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q4 2025, closing a stake of 39 shares — an estimated $1.7K sold.
UBS Group first reported a position in LKOR in Q1 2016 and held it in 25 quarters. The position peaked at $155K in Q4 2022. 16 funds tracked by Wall St. Rank hold LKOR as of Q4 2025.
- UBS Group reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q4 2025 after selling out during the quarter.
- UBS Group sold 39 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q4 2025, an estimated $1.7K.
- UBS Group first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q1 2016 and held it in 25 quarters.
- UBS Group's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $155K in Q4 2022.
- 16 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q4 2025.
Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.