Bay Colony Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Bay Colony 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
2022 Q1	–	Sell	-9,487	Closed	-$266K	–	399
2021 Q4	$266K	Buy	9,487 +220	+2%	+$6.16K	0.08%	287
2021 Q3	$259K	Hold	9,267	–	–	0.08%	283
2021 Q2	$260K	Hold	9,267	–	–	0.09%	284
2021 Q1	$257K	Buy	+9,267	New	+$258K	0.1%	256

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Bay Colony Advisors's TDTF Position: Q1 2022 in Review

Bay Colony Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2022, closing a stake of 9,487 shares — an estimated $266K sold.

Bay Colony Advisors first reported a position in TDTF in Q1 2021 and held it in 4 quarters. The position peaked at $266K in Q4 2021. 67 funds tracked by Wall St. Rank hold TDTF as of Q1 2022.

Bay Colony Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2022 after selling out during the quarter.
Bay Colony Advisors sold 9,487 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2022, an estimated $266K.
Bay Colony Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2021 and held it in 4 quarters.
Bay Colony Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $266K in Q4 2021.
67 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2022.

Based on Bay Colony Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.