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Flexshares Tr iboxx 5yr trgt shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Flexshares Tr iboxx 5yr trgt (TDTF) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.4M 184k 24.08
2025-03-31 $4.5M 187k 24.25

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

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