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

Delos Wealth 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
2024
Q1 		– Sell
-2,000
Closed -$47.3K – 457
2023
Q4 		$47.3K Hold
2,000
– – 0.07% 63
2023
Q3 		$46.8K Hold
2,000
– – 0.06% 71
2023
Q2 		$47.4K Hold
2,000
– – 0.06% 70
2023
Q1 		$49K Buy
+2,000
New +$48K 0.06% 64

Other funds holding TDTF

Northern Trust
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
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Delos Wealth Advisors's TDTF Position: Q1 2024 in Review

Delos Wealth Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2024, closing a stake of 2,000 shares — an estimated $47.3K sold.

Delos Wealth Advisors first reported a position in TDTF in Q1 2023 and held it in 4 quarters. The position peaked at $49K in Q1 2023. 63 funds tracked by Wall St. Rank hold TDTF as of Q1 2024.

  • Delos Wealth Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 2,000 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2024, an estimated $47.3K.
  • Delos Wealth Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 4 quarters.
  • Delos Wealth Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $49K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.