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Flexshares Tr a shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr a (BNDC) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in Flexshares Tr a

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr a held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr a by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 9.6k 22.24

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Apple Stock (AAPL)
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Ishares Core Dividend Growth Etf Etf (DGRO)
State Street Spdr S&p Dividend Etf Etf (SDY)
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Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)

View all positions for Regent Peak Wealth Advisors

Top funds holding Flexshares Tr a

Northern Trust
Envestnet Asset Management
Occidental Asset Management
Park National Corp
Mml Investors Services
Mutual Advisors
VestGen Advisors
Hanlon Investment Management
CoreCap Advisors
LPL Financial
Atria Investments
First Heartland Consultants
Stratos Wealth Advisors
Financial Network Wealth Management
Snowden Capital Advisors

View all funds holding Flexshares Tr a