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Ameritas Advisory Services’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-350
Closed -$8.57K – 2318
2023
Q1 		$8.57K Buy
+350
New +$8.39K ﹤0.01% 1949

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
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FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kendall Capital Management Rockville, Maryland $488M AUM 28.68% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Ameritas Advisory Services's TDTF Position: Q2 2023 in Review

Ameritas Advisory Services sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2023, closing a stake of 350 shares — an estimated $8.57K sold.

Ameritas Advisory Services first reported a position in TDTF in Q1 2023 and held it in 1 quarter. The position peaked at $8.57K in Q1 2023. 64 funds tracked by Wall St. Rank hold TDTF as of Q2 2023.

  • Ameritas Advisory Services reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 350 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2023, an estimated $8.57K.
  • Ameritas Advisory Services first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $8.57K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.