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Flexshares Tr iboxx 3r targt shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth 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 OneAscent Wealth 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 OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $330k 14k 23.72
2023-12-31 $342k 15k 23.65
2023-09-30 $346k 15k 23.17
2023-06-30 $367k 16k 23.52
2023-03-31 $377k 16k 24.16
2022-12-31 $372k 16k 23.54

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Flexshares Tr iboxx 3r targt

Northern Trust
Bell Investment Advisors
West Paces Advisors
Envestnet Asset Management
Morgan Stanley
ValMark Advisers
Klingman & Associates
Boltwood Capital Management
VeraBank
Bank of America Corporation
IFG Advisory
Horizon Bancorp
Jane Street
Dynamic Advisors Solutions
Delos Wealth Advisors

View all funds holding Flexshares Tr iboxx 3r targt