Claraphi Advisory Network’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-282	Closed	-$7K	–	1086
2020 Q1	$7K	Buy	+282	New	+$7.26K	﹤0.01%	836
2019 Q4	–	Sell	-280	Closed	-$7K	–	379
2019 Q3	$7K	Buy	+280	New	+$7.15K	﹤0.01%	350

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

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

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

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Claraphi Advisory Network's TDTF Position: Q2 2020 in Review

Claraphi Advisory Network sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2020, closing a stake of 282 shares — an estimated $7K sold.

Claraphi Advisory Network first reported a position in TDTF in Q3 2019 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 33 funds tracked by Wall St. Rank hold TDTF as of Q2 2020.

Claraphi Advisory Network reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 282 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2020, an estimated $7K.
Claraphi Advisory Network first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $7K in Q1 2020.
33 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.