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Flexshares Tr iboxx 3r targt shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners investment in Flexshares Tr iboxx 3r targt

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All positions including Flexshares Tr iboxx 3r targt held by Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $407k 17k 23.75
2023-12-31 $901k 38k 23.62
2023-09-30 $786k 34k 23.19
2023-06-30 $762k 32k 23.53
2023-03-31 $592k 25k 24.17
2022-12-31 $210k 8.9k 23.52

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Ishares Tr 0-5 Yr Tips Etf (STIP)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Efficient Cor (NTSX)

View all positions for Wealthcare Advisory Partners

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