Advisor Group’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Advisor Group’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
2019 Q4	$118K	Buy	4,631 +572	+14%	+$14.6K	﹤0.01%	2812
2019 Q3	$103K	Sell	4,059 -400	-9%	-$10.2K	﹤0.01%	2867
2019 Q2	$113K	Buy	4,459 +604	+16%	+$15.1K	﹤0.01%	2770
2019 Q1	$96K	Sell	3,855 -390	-9%	-$9.5K	﹤0.01%	2899
2018 Q4	$103K	Buy	4,245 +3,845	+961%	+$92.2K	﹤0.01%	2631
2018 Q3	$10K	Buy	+400	New	+$9.8K	﹤0.01%	4287
2017 Q2	–	Sell	-701	Closed	-$18K	–	4905
2017 Q1	$18K	Buy	701 +624	+810%	+$15.7K	﹤0.01%	3442
2016 Q4	$2K	Sell	77 -300	-80%	-$7.56K	﹤0.01%	4246
2016 Q3	$10K	Hold	377	–	–	﹤0.01%	3563
2016 Q2	$9K	Buy	+377	New	+$9.5K	﹤0.01%	3544

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor Group's TDTF Position: Q4 2019 in Review

Advisor Group increased its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 14% in Q4 2019, buying an estimated $14.6K and bringing the position to 4,631 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Advisor Group first reported a position in TDTF in Q2 2016 and has held it in 10 quarters since. 37 funds tracked by Wall St. Rank hold TDTF as of Q4 2019.

Advisor Group held 4,631 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $118K as of Q4 2019.
Advisor Group bought 572 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q4 2019, an estimated $14.6K.
Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2812 holding.
Advisor Group first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2016 and has held it in 10 quarters since.
37 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.