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

WealthCare Investment 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 		$791K Sell
16,313
-1,681
-9% -$82.4K 0.22% 90
2025
Q4 		$884K Buy
17,994
+1,685
+10% +$82.9K 0.26% 85
2025
Q3 		$802K Buy
+16,309
New +$797K 0.26% 84

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Cerity Partners
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
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 $1.04B AUM 29.41% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthCare Investment Partners's SKOR Position: Q1 2026 in Review

WealthCare Investment Partners reduced its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 9.3% in Q1 2026, selling an estimated $82.4K and leaving 16,313 shares worth $791K. The position accounts for 0.22% of the portfolio, ranked #90.

WealthCare Investment Partners first reported a position in SKOR in Q3 2025 and has held it in 3 quarters since. The position peaked at $884K in Q4 2025. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

  • WealthCare Investment Partners held 16,313 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $791K as of Q1 2026.
  • WealthCare Investment Partners sold 1,681 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $82.4K.
  • FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.22% of WealthCare Investment Partners's portfolio in Q1 2026, its #90 holding.
  • WealthCare Investment Partners first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2025 and has held it in 3 quarters since.
  • WealthCare Investment Partners's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $884K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.