AFA
TDTF icon

Arlington Financial Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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 $52.5B AUM 27.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Arlington Financial Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2018 after selling out during the quarter.
  • Arlington Financial Advisors sold 14,502 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2018, an estimated $358K.
  • Arlington Financial Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2017 and held it in 2 quarters.
  • Arlington Financial Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $7.89M in Q4 2017.
  • 52 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2018.

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