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Arlington Financial Advisors’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Arlington Financial 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
2018
Q2 		– Sell
-14,502
Closed -$358K – 63
2018
Q1 		$358K Sell
14,502
-303,617
-95% -$7.48M 0.24% 42
2017
Q4 		$7.89M Buy
+318,119
New +$7.95M 3.72% 7

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arlington Financial Advisors's TDTF Position: Q2 2018 in Review

Arlington Financial Advisors sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q2 2018, closing a stake of 14,502 shares — an estimated $358K sold.

Arlington Financial Advisors first reported a position in TDTF in Q4 2017 and held it in 2 quarters. The position peaked at $7.89M in Q4 2017. 52 funds tracked by Wall St. Rank hold TDTF as of Q2 2018.

  • Arlington Financial Advisors reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q2 2018 after selling out during the quarter.
  • Arlington Financial Advisors sold 14,502 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2018, an estimated $358K.
  • Arlington Financial Advisors first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2017 and held it in 2 quarters.
  • Arlington Financial Advisors's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $7.89M in Q4 2017.
  • 52 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2018.

Based on Arlington Financial Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.