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Flexshares Tr iboxx 5yr trgt shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $890k 37k 24.27

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Flexshares Tr iboxx 5yr trgt

Northern Trust
Ronald Blue Trust
Wealth Architects
Capital Analysts
Chevoit Value Management
Ameriprise Financial
Farmers National Bank
UBS Group
Bank of New York Mellon
Cetera Investment Advisers
Courier Capital Corp
IFG Advisory
Vident Advisory
H D Vest Advisory Services
Morgan Stanley

View all funds holding Flexshares Tr iboxx 5yr trgt