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

Benedetti & Gucer’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 Q1	–	Sell	-105,222	Closed	-$2.48M	–	156
2022 Q4	$2.48M	Sell	105,222 -300	-0.3%	-$7.12K	1.82%	9
2022 Q3	$2.47M	Sell	105,522 -800	-0.8%	-$20.1K	1.94%	9
2022 Q2	$2.68M	Sell	106,322 -2,175	-2%	-$56.7K	1.81%	14
2022 Q1	$2.94M	Buy	+108,497	New	+$2.98M	1.97%	10

Other funds holding TDTF

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

BTI

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

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

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

AWA

Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

CFD

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

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

FNB

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

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

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Benedetti & Gucer's TDTF Position: Q1 2023 in Review

Benedetti & Gucer sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2023, closing a stake of 105,222 shares — an estimated $2.48M sold.

Benedetti & Gucer first reported a position in TDTF in Q1 2022 and held it in 4 quarters. The position peaked at $2.94M in Q1 2022. 63 funds tracked by Wall St. Rank hold TDTF as of Q1 2023.

Benedetti & Gucer reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2023 after selling out during the quarter.
Benedetti & Gucer sold 105,222 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2023, an estimated $2.48M.
Benedetti & Gucer first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2022 and held it in 4 quarters.
Benedetti & Gucer's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $2.94M in Q1 2022.
63 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2023.

Based on Benedetti & Gucer's 13F filing for Q1 2023, filed 27 Apr 2023.