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Flexshares Tr iboxx 5yr trgt shares owned by Betterment

Quarter-by-quarter ownership of Flexshares Tr iboxx 5yr trgt (TDTF) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Flexshares Tr iboxx 5yr trgt

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr iboxx 5yr trgt held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr iboxx 5yr trgt by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 9.4k 24.25
2025-06-30 $222k 9.2k 24.05
2025-03-31 $232k 9.6k 24.29
2024-12-31 $212k 9.1k 23.27

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
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SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
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SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Flexshares Tr iboxx 5yr trgt

Northern Trust
Ronald Blue Trust
Wealth Architects
Capital Analysts
Chevoit Value Management
Ameriprise Financial
Farmers National Bank
UBS Group
Bank of New York Mellon
Cetera Investment Advisers
Courier Capital Corp
IFG Advisory
Vident Advisory
H D Vest Advisory Services
Morgan Stanley

View all funds holding Flexshares Tr iboxx 5yr trgt