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Flexshares Tr iboxx 5yr trgt shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 9.7k 24.10
2024-06-30 $227k 9.7k 23.40
2024-03-31 $230k 9.7k 23.65
2023-12-31 $230k 9.7k 23.63

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Shared Vision Wealth Group

Top funds holding Flexshares Tr iboxx 5yr trgt

Northern Trust
Ronald Blue Trust
Wealth Architects
Capital Analysts
Flow Traders US
UBS Group
Courier Capital Corp
Bank of America Corporation
Ameriprise Financial
Rockefeller Capital Management
Kendall Capital Management
Yoder Wealth Management
BFSG
Chesapeake Wealth Management
IFG Advisory

View all funds holding Flexshares Tr iboxx 5yr trgt