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Flexshares Tr iboxx 5yr trgt shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.9k 290 23.77
2024-06-30 $385k 17k 23.40
2024-03-31 $2.6M 111k 23.65

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Top funds holding Flexshares Tr iboxx 5yr trgt

Northern Trust
Ronald Blue Trust
Wealth Architects
Capital Analysts
Archvest Wealth Advisors
Chevoit Value Management
Chandler Asset Management
Farmers National Bank
Ameriprise Financial
Bank of New York Mellon
UBS Group
Cetera Investment Advisers
Courier Capital Corp
Vident Advisory
Kendall Capital Management

View all funds holding Flexshares Tr iboxx 5yr trgt