Regal Investment Advisors »

Flexshares Tr iboxx 5yr trgt shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of Flexshares Tr iboxx 5yr trgt (TDTF) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in Flexshares Tr iboxx 5yr trgt

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr iboxx 5yr trgt held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Flexshares Tr iboxx 5yr trgt by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $342k 15k 22.94
2023-06-30 $345k 15k 23.68
2023-03-31 $333k 14k 24.49

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding Flexshares Tr iboxx 5yr trgt

Ronald Blue Trust
Wealth Architects
Capital Analysts
UBS Group
Bank of America Corporation
Jane Street
Rockefeller Capital Management
Flow Traders US
Kendall Capital Management
VeraBank
LPL Financial
Yoder Wealth Management
Chesapeake Wealth Management
BFSG
Raymond James & Associates

View all funds holding Flexshares Tr iboxx 5yr trgt