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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
2024-03-31 $2.6M 111k 23.65

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Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
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Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Flexshares Tr iboxx 5yr trgt

Northern Trust
Ronald Blue Trust
Wealth Architects
Capital Analysts
UBS Group
Ameriprise Financial
Morgan Stanley
Bank of America Corporation
Rockefeller Capital Management
Kendall Capital Management
Jane Street
VeraBank
Integrated Wealth Concepts
LPL Financial
Yoder Wealth Management

View all funds holding Flexshares Tr iboxx 5yr trgt