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Certified Advisory Corp’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Certified Advisory Corp’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
2018
Q1 		– Sell
-205
Closed -$5K – 780
2017
Q4 		$5K Buy
+205
New +$5.12K ﹤0.01% 572

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EK
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Bank of America
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NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Certified Advisory Corp's TDTF Position: Q1 2018 in Review

Certified Advisory Corp sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q1 2018, closing a stake of 205 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in TDTF in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 47 funds tracked by Wall St. Rank hold TDTF as of Q1 2018.

  • Certified Advisory Corp reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q1 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 205 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q1 2018, an estimated $5K.
  • Certified Advisory Corp first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2017 and held it in 1 quarter.
  • Certified Advisory Corp's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $5K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q1 2018.

Based on Certified Advisory Corp's 13F filing for Q1 2018, filed 30 Apr 2018.