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

Continuum Advisory’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
Q4 		– Sell
-33,630
Closed -$813K – 173
2018
Q3 		$813K Buy
33,630
+10,152
+43% +$248K 0.54% 53
2018
Q2 		$580K Buy
+23,478
New +$576K 0.42% 64

Other funds holding TDTF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Continuum Advisory's TDTF Position: Q4 2018 in Review

Continuum Advisory sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2018, closing a stake of 33,630 shares — an estimated $813K sold.

Continuum Advisory first reported a position in TDTF in Q2 2018 and held it in 2 quarters. The position peaked at $813K in Q3 2018. 42 funds tracked by Wall St. Rank hold TDTF as of Q4 2018.

  • Continuum Advisory reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2018 after selling out during the quarter.
  • Continuum Advisory sold 33,630 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2018, an estimated $813K.
  • Continuum Advisory first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2018 and held it in 2 quarters.
  • Continuum Advisory's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $813K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2018.

Based on Continuum Advisory's 13F filing for Q4 2018, filed 18 May 2021.