Cetera Advisor Networks’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$419K	Sell	17,699 -9,874	-36%	-$232K	﹤0.01%	2046
2023 Q4	$652K	Sell	27,573 -4,515	-14%	-$104K	﹤0.01%	1669
2023 Q3	$736K	Buy	32,088 +1,111	+4%	+$25.9K	﹤0.01%	1483
2023 Q2	$734K	Sell	30,977 -3,212	-9%	-$77.4K	0.01%	1455
2023 Q1	$837K	Hold	34,189	–	–	0.01%	1351
2022 Q4	$808K	Sell	34,189 -15	-0%	-$356	0.01%	1309
2022 Q3	$800K	Sell	34,204 -7,693	-18%	-$193K	0.01%	999
2022 Q2	$1.06M	Buy	+41,897	New	+$1.09M	0.01%	859

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

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Advisor Networks's TDTF Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 36% in Q1 2024, selling an estimated $232K and leaving 17,699 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Cetera Advisor Networks first reported a position in TDTF in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.06M in Q2 2022. 63 funds tracked by Wall St. Rank hold TDTF as of Q1 2024.

Cetera Advisor Networks held 17,699 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $419K as of Q1 2024.
Cetera Advisor Networks sold 9,874 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q1 2024, an estimated $232K.
Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2046 holding.
Cetera Advisor Networks first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2022 and has held it in 8 quarters since.
Cetera Advisor Networks's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $1.06M in Q2 2022.
63 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.