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

Destination Wealth Management’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
2019 Q1	–	Sell	-443	Closed	-$11K	–	719
2018 Q4	$11K	Sell	443 -1,402	-76%	-$33.6K	﹤0.01%	398
2018 Q3	$45K	Buy	+1,845	New	+$45.1K	﹤0.01%	303
2018 Q2	–	Sell	-77	Closed	-$2K	–	635
2018 Q1	$2K	Buy	+77	New	+$1.9K	﹤0.01%	512

Other funds holding TDTF

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

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

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

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

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

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

FNB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Destination Wealth Management's TDTF Position: Q1 2019 in Review

Destination Wealth Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2019, closing a stake of 443 shares — an estimated $11K sold.

Destination Wealth Management first reported a position in TDTF in Q1 2018 and held it in 3 quarters. The position peaked at $45K in Q3 2018. 41 funds tracked by Wall St. Rank hold TDTF as of Q1 2019.

Destination Wealth Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2019 after selling out during the quarter.
Destination Wealth Management sold 443 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2019, an estimated $11K.
Destination Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2018 and held it in 3 quarters.
Destination Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $45K in Q3 2018.
41 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.