Atwood & Palmer’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Atwood & Palmer’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
2017 Q3	–	Sell	-2,892	Closed	-$72K	–	314
2017 Q2	$72K	Hold	2,892	–	–	0.01%	173
2017 Q1	$73K	Hold	2,892	–	–	0.01%	163
2016 Q4	$72K	Hold	2,892	–	–	0.01%	153
2016 Q3	$74K	Hold	2,892	–	–	0.01%	158
2016 Q2	$74K	Hold	2,892	–	–	0.01%	160
2016 Q1	$73K	Hold	2,892	–	–	0.01%	159
2015 Q4	$70K	Hold	2,892	–	–	0.01%	186
2015 Q3	$71K	Buy	+2,892	New	+$71.4K	0.01%	173

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Atwood & Palmer's TDTF Position: Q3 2017 in Review

Atwood & Palmer sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2017, closing a stake of 2,892 shares — an estimated $72K sold.

Atwood & Palmer first reported a position in TDTF in Q3 2015 and held it in 8 quarters. The position peaked at $74K in Q3 2016. 29 funds tracked by Wall St. Rank hold TDTF as of Q3 2017.

Atwood & Palmer reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2017 after selling out during the quarter.
Atwood & Palmer sold 2,892 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2017, an estimated $72K.
Atwood & Palmer first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2015 and held it in 8 quarters.
Atwood & Palmer's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $74K in Q3 2016.
29 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2017.

Based on Atwood & Palmer's 13F filing for Q3 2017, filed 16 Oct 2017.