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Flexshares Tr iboxx 3r targt shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Flexshares Tr iboxx 3r targt (TDTT) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Flexshares Tr iboxx 3r targt

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr iboxx 3r targt held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr iboxx 3r targt by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $11M 477k 23.53
2023-03-31 $5.5M 228k 24.17
2022-12-31 $1.8M 78k 23.52
2022-09-30 $42M 1.8M 23.38

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Flexshares Tr iboxx 3r targt

Northern Trust
Bell Investment Advisors
West Paces Advisors
Envestnet Asset Management
Boltwood Capital Management
ValMark Advisers
Horizon Bancorp
VeraBank
Klingman & Associates
Mml Investors Services
IFG Advisory
Delos Wealth Advisors
Lake Street Financial
LPL Financial
Burt Wealth Advisors

View all funds holding Flexshares Tr iboxx 3r targt