Castleview Partners’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Castleview Partners’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	-103	Closed	-$2.43K	–	713
2022 Q4	$2.43K	Hold	103	–	–	﹤0.01%	505
2022 Q3	$2K	Sell	103 -1,459	-93%	-$36.6K	﹤0.01%	543
2022 Q2	$67.5K	Sell	1,562 -19,206	-92%	-$500K	0.05%	259
2022 Q1	$563K	Buy	+20,768	New	+$570K	0.35%	54
2021 Q2	$24K	Buy	+872	New	+$24.4K	0.01%	528

Other funds holding TDTF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

Castleview Partners's TDTF Position: Q1 2023 in Review

Castleview Partners sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q1 2023, closing a stake of 103 shares — an estimated $2.43K sold.

Castleview Partners first reported a position in TDTF in Q2 2021 and held it in 5 quarters. The position peaked at $563K in Q1 2022. 64 funds tracked by Wall St. Rank hold TDTF as of Q1 2023.

Castleview Partners reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q1 2023 after selling out during the quarter.
Castleview Partners sold 103 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q1 2023, an estimated $2.43K.
Castleview Partners first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2021 and held it in 5 quarters.
Castleview Partners's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $563K in Q1 2022.
64 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q1 2023.

Based on Castleview Partners's 13F filing for Q1 2023, filed 16 May 2023.