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Flexshares Tr iboxx 5yr trgt shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $767k 32k 23.68
2023-03-31 $761k 31k 24.49

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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