Bedel Financial Consulting’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-646	Closed	-$18K	–	812
2022 Q1	$18K	Buy	646 +1	+0.2%	+$27	0.01%	563
2021 Q4	$18K	Buy	645 +3	+0.5%	+$84	0.01%	588
2021 Q3	$18K	Buy	642 +232	+57%	+$6.54K	0.01%	573
2021 Q2	$11K	Hold	410	–	–	﹤0.01%	660
2021 Q1	$11K	Hold	410	–	–	﹤0.01%	630
2020 Q4	$11K	Buy	410 +109	+36%	+$3K	﹤0.01%	542
2020 Q3	$8K	Hold	301	–	–	﹤0.01%	551
2020 Q2	$8K	Hold	301	–	–	﹤0.01%	527
2020 Q1	$8K	Hold	301	–	–	0.01%	515
2019 Q4	$8K	Hold	301	–	–	﹤0.01%	542
2019 Q3	$8K	Hold	301	–	–	﹤0.01%	519
2019 Q2	$8K	Hold	301	–	–	﹤0.01%	522
2019 Q1	$7K	Hold	301	–	–	﹤0.01%	537
2018 Q4	$7K	Hold	301	–	–	0.01%	513
2018 Q3	$7K	Sell	301 -1,003	-77%	-$24.5K	﹤0.01%	527
2018 Q2	$32K	Buy	+1,304	New	+$32K	0.02%	317

Other funds holding TDTF

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

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

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

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 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

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

CFD

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

Bedel Financial Consulting's TDTF Position: Q2 2022 in Review

Bedel Financial Consulting sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2022, closing a stake of 646 shares — an estimated $18K sold.

Bedel Financial Consulting first reported a position in TDTF in Q2 2018 and held it in 16 quarters. The position peaked at $32K in Q2 2018. 65 funds tracked by Wall St. Rank hold TDTF as of Q2 2022.

Bedel Financial Consulting reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 646 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2022, an estimated $18K.
Bedel Financial Consulting first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $32K in Q2 2018.
65 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.