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Flexshares Tr iboxx 3r targt shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $127k 5.3k 24.06
2025-09-30 $126k 5.2k 24.33

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Ishares Tr Core Univrsl Usd (IUSB)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Flexshares Tr iboxx 3r targt

Northern Trust
Bell Investment Advisors
Envestnet Asset Management
West Paces Advisors
Boltwood Capital Management
Mml Investors Services
5th Street Advisors
Wells Fargo & Company
ValMark Advisers
VeraBank
Horizon Bancorp
Klingman & Associates
Strategic Investment Management
Lake Street Financial
Goldman Sachs Group

View all funds holding Flexshares Tr iboxx 3r targt