American Portfolios Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

American Portfolios Advisors’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
2022 Q3	$210K	Buy	8,965 +225	+3%	+$5.65K	0.01%	1002
2022 Q2	$220K	Sell	8,740 -2,280	-21%	-$59.4K	0.01%	1005
2022 Q1	$299K	Buy	11,020 +125	+1%	+$3.43K	0.01%	974
2021 Q4	$305K	Buy	10,895 +1,045	+11%	+$29.3K	0.01%	961
2021 Q3	$275K	Hold	9,850	–	–	0.01%	978
2021 Q2	$276K	Buy	9,850 +815	+9%	+$22.8K	0.01%	978
2021 Q1	$250K	Hold	9,035	–	–	0.01%	934
2020 Q4	$251K	Hold	9,035	–	–	0.01%	809
2020 Q3	$249K	Buy	9,035 +5,000	+124%	+$137K	0.01%	717
2020 Q2	$108K	Buy	4,035 +3,958	+5,140%	+$104K	0.01%	973
2020 Q1	$1.99K	Hold	77	–	–	﹤0.01%	2402
2019 Q4	$1.97K	Hold	77	–	–	﹤0.01%	2579
2019 Q3	$1.97K	Hold	77	–	–	﹤0.01%	2521
2019 Q2	$1.97K	Hold	77	–	–	﹤0.01%	2488
2019 Q1	$1.92K	Hold	77	–	–	﹤0.01%	2394
2018 Q4	$1.86K	Buy	+77	New	+$1.85K	﹤0.01%	2157

Other funds holding TDTF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

FNB

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return

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

American Portfolios Advisors's TDTF Position: Q3 2022 in Review

American Portfolios Advisors increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 2.6% in Q3 2022, buying an estimated $5.65K and bringing the position to 8,965 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1002.

American Portfolios Advisors first reported a position in TDTF in Q4 2018 and has held it in 16 quarters since. The position peaked at $305K in Q4 2021. 65 funds tracked by Wall St. Rank hold TDTF as of Q3 2022.

American Portfolios Advisors held 8,965 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $210K as of Q3 2022.
American Portfolios Advisors bought 225 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2022, an estimated $5.65K.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1002 holding.
American Portfolios Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $305K in Q4 2021.
65 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.