Cetera Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Cetera Advisors’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 Q4	–	Sell	-11,200	Closed	-$262K	–	1670
2022 Q3	$262K	Hold	11,200	–	–	0.01%	1034
2022 Q2	$282K	Buy	+11,200	New	+$292K	0.01%	1071
2022 Q1	–	Sell	-22,850	Closed	-$641K	–	1527
2021 Q4	$641K	Sell	22,850 -1,000	-4%	-$28K	0.01%	786
2021 Q3	$666K	Buy	+23,850	New	+$672K	0.01%	760

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

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

FNB

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 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

Cetera Advisors's TDTF Position: Q4 2022 in Review

Cetera Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2022, closing a stake of 11,200 shares — an estimated $262K sold.

Cetera Advisors first reported a position in TDTF in Q3 2021 and held it in 4 quarters. The position peaked at $666K in Q3 2021. 60 funds tracked by Wall St. Rank hold TDTF as of Q4 2022.

Cetera Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2022 after selling out during the quarter.
Cetera Advisors sold 11,200 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2022, an estimated $262K.
Cetera Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2021 and held it in 4 quarters.
Cetera Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $666K in Q3 2021.
60 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2022.

Based on Cetera Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.