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3EDGE Asset Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

3EDGE Asset Management’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,295,700
Closed -$79.9M – 20
2018
Q3 		$79.9M Buy
3,295,700
+170,200
+5% +$4.16M 8.66% 4
2018
Q2 		$77.2M Buy
+3,125,500
New +$76.7M 6.07% 3

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CSIA
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EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

3EDGE Asset Management's TDTF Position: Q4 2018 in Review

3EDGE Asset Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2018, closing a stake of 3,295,700 shares — an estimated $79.9M sold.

3EDGE Asset Management first reported a position in TDTF in Q2 2018 and held it in 2 quarters. The position peaked at $79.9M in Q3 2018. 42 funds tracked by Wall St. Rank hold TDTF as of Q4 2018.

  • 3EDGE Asset Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2018 after selling out during the quarter.
  • 3EDGE Asset Management sold 3,295,700 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2018, an estimated $79.9M.
  • 3EDGE Asset Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2018 and held it in 2 quarters.
  • 3EDGE Asset Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $79.9M in Q3 2018.
  • 42 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2018.

Based on 3EDGE Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.