Trace Wealth Advisors »

Flexshares Tr iboxx 3r targt shares owned by Trace Wealth Advisors

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

Historical chart of Trace Wealth Advisors 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 Trace Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Flexshares Tr iboxx 3r targt by Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $561k 23k 24.33
2025-06-30 $721k 30k 24.24

More positions owned by Trace Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Qualcomm (QCOM)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Flexshares Tr Mstar Emkt Fac (TLTE)

View all positions for Trace Wealth Advisors

Top funds holding Flexshares Tr iboxx 3r targt

Northern Trust
Bell Investment Advisors
Envestnet Asset Management
West Paces Advisors
Wells Fargo & Company
Boltwood Capital Management
Morgan Stanley
ValMark Advisers
5th Street Advisors
Mml Investors Services
VeraBank
Flow Traders US
Horizon Bancorp
Klingman & Associates
Strategic Investment Management

View all funds holding Flexshares Tr iboxx 3r targt