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Flexshares Tr iboxx 3r targt shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Flexshares Tr iboxx 3r targt

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All positions including Flexshares Tr iboxx 3r targt held by ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2013-03-31 $144M 5.6M 25.57
2012-12-31 $99M 3.9M 25.52
2012-09-30 $36M 1.4M 25.51
2012-06-30 $3.5M 140k 25.30
2012-03-31 $548k 22k 25.36

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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