Cherry Tree Wealth Management »

Flexshares Tr iboxx 3r targt shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree 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 Cherry Tree Wealth Management 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $413k 17k 23.75
2023-12-31 $411k 17k 23.62
2023-09-30 $251k 11k 23.19
2023-06-30 $214k 9.1k 23.53

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree 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