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Flexshares Tr iboxx 3r targt shares owned by Forza Wealth Management

Quarter-by-quarter ownership of Flexshares Tr iboxx 3r targt (TDTT) shares owned by Forza Wealth Management from 13F filings

Historical chart of Forza Wealth Management investment in Flexshares Tr iboxx 3r targt

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr iboxx 3r targt held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr iboxx 3r targt by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $333k 14k 23.75
2023-12-31 $331k 14k 23.62
2023-09-30 $325k 14k 23.19
2023-06-30 $329k 14k 23.53
2023-03-31 $338k 14k 24.17
2022-12-31 $329k 14k 23.52

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza Wealth Management

Top funds holding Flexshares Tr iboxx 3r targt

Bell Investment Advisors
West Paces Advisors
ValMark Advisers
Klingman & Associates
Boltwood Capital Management
Bank of America Corporation
VeraBank
IFG Advisory
Horizon Bancorp
Dynamic Advisors Solutions
Burt Wealth Advisors
Delos Wealth Advisors
Lake Street Financial
ETF Store
Stifel Financial

View all funds holding Flexshares Tr iboxx 3r targt