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Flexshares Tr a shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Flexshares Tr a (BNDC) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Flexshares Tr a

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr a held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr a by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 12k 22.36

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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust State Street Spd (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Flexshares Tr a

Northern Trust
Envestnet Asset Management
Occidental Asset Management
Mml Investors Services
Park National Corp
Mutual Advisors
Hanlon Investment Management
LPL Financial
CoreCap Advisors
Financial Network Wealth Management
Stratos Wealth Advisors
Snowden Capital Advisors
ROI Financial Advisors
Herold Advisors
Absolute Capital Management

View all funds holding Flexshares Tr a