Advisor Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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%	-$9.53K	﹤0.01%	2899
2018 Q4	$103K	Buy	4,245 +3,845	+961%	+$92.2K	﹤0.01%	2631
2018 Q3	$10K	Buy	+400	New	+$9.77K	﹤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%	-$7.55K	﹤0.01%	4246
2016 Q3	$10K	Hold	377	–	–	﹤0.01%	3563
2016 Q2	$9K	Buy	+377	New	+$9.55K	﹤0.01%	3544

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

NAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's TDTF Position: Q4 2019 in Review

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

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