Ownership history in Anderson Financial Strategies, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Anderson Financial Strategies, LLC reported a position in FLEXSHARE CREDIT SCR US BOND IND ETF (SKOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 217,759 | +3,163 | +1.5% | 6.21% | $10.7M | $48.76 |
| 2025 Q3 | ADDED | 214,596 | +18,251 | +9.3% | 6.26% | $10.6M | $48.15 |
| 2025 Q2 | REDUCED | 196,345 | -9,255 | -4.5% | 6.13% | $9.6M | $47.14 |
| 2025 Q1 | ADDED | 205,600 | +18,299 | +9.8% | 6.08% | $9.9M | $46.12 |
As of 2025 Q4 — sorted by position size