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Arlington Trust’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Arlington Trust’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
2024
Q1 		– Sell
-193
Closed -$4.56K – 846
2023
Q4 		$4.56K Buy
+193
New +$4.45K ﹤0.01% 486

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WA
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CAL
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Arlington Trust's TDTF Position: Q1 2024 in Review

Arlington Trust sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2024, closing a stake of 193 shares — an estimated $4.56K sold.

Arlington Trust first reported a position in TDTF in Q4 2023 and held it in 1 quarter. The position peaked at $4.56K in Q4 2023. 63 funds tracked by Wall St. Rank hold TDTF as of Q1 2024.

  • Arlington Trust reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2024 after selling out during the quarter.
  • Arlington Trust sold 193 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2024, an estimated $4.56K.
  • Arlington Trust first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2023 and held it in 1 quarter.
  • Arlington Trust's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $4.56K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.