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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
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 Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Broadcom (AVGO)

View all positions for Shared Vision Wealth Group

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