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Baystate Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$11.9K Buy
+504
New +$11.6K ﹤0.01% 685

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BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Baystate Wealth Management's TDTF Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2023: 504 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings.

72 funds tracked by Wall St. Rank hold TDTF as of Q4 2023.

  • Baystate Wealth Management held 504 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $11.9K as of Q4 2023.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund was a new Baystate Wealth Management position in Q4 2023.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #685 holding.
  • 72 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.