Vertex Planning Partners »

Flexshares Tr iboxx 3r targt shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 11k 24.06

More positions owned by Vertex Planning Partners

Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr TRS FLT RT BD (TFLO)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Cur Hd Msci Em (HEEM)

View all positions for Vertex Planning Partners

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