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Flexshares Tr iboxx 5yr trgt shares owned by Lake Point Wealth Management

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

Historical chart of Lake Point Wealth Management 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 Lake Point Wealth Management 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 Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $14M 537k 25.22
2022-03-31 $15M 551k 27.11
2021-12-31 $6.4M 229k 28.04

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Flexshares Tr iboxx 5yr trgt

Ronald Blue Trust
Wealth Architects
Capital Analysts
UBS Group
Bank of America Corporation
Jane Street
Rockefeller Capital Management
Flow Traders US
Kendall Capital Management
VeraBank
Yoder Wealth Management
Chesapeake Wealth Management
BFSG
Raymond James & Associates
Royal Bank of Canada

View all funds holding Flexshares Tr iboxx 5yr trgt