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Flexshares Tr iboxx 3r targt shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates investment in Flexshares Tr iboxx 3r targt

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All positions including Flexshares Tr iboxx 3r targt held by Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 619k 23.62
2023-09-30 $22M 961k 23.19
2023-06-30 $24M 1.0M 23.53
2023-03-31 $25M 1.0M 24.17
2022-12-31 $24M 1.0M 23.52

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)

View all positions for Klingman & Associates

Top funds holding Flexshares Tr iboxx 3r targt

Bell Investment Advisors
West Paces Advisors
Klingman & Associates
ValMark Advisers
Boltwood Capital Management
Bank of America Corporation
VeraBank
IFG Advisory
Horizon Bancorp
Dynamic Advisors Solutions
Burt Wealth Advisors
Delos Wealth Advisors
Lake Street Financial
ETF Store
Stifel Financial

View all funds holding Flexshares Tr iboxx 3r targt