Triad Wealth Partners »

Flexshares Tr cr scd us bd shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Flexshares Tr cr scd us bd (SKOR) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Flexshares Tr cr scd us bd

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr cr scd us bd held by Triad Wealth Partners 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 cr scd us bd by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 24k 47.70
2024-09-30 $3.5M 72k 49.12
2024-06-30 $4.8M 100k 47.47
2024-03-31 $4.0M 84k 47.78

More positions owned by Triad Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Triad Wealth Partners

Top funds holding Flexshares Tr cr scd us bd

Northern Trust
HPM Partners
AE Wealth Management
Trilogy Capital
Morgan Stanley
Harbour Trust & Investment Management
Anderson Financial Strategies
Horizon Bancorp
Invst
Stifel Financial
Boltwood Capital Management
LPL Financial
Envestnet Asset Management
Kestra Private Wealth Services
Citadel Advisors

View all funds holding Flexshares Tr cr scd us bd