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D'Orazio & Associates’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

D'Orazio & Associates’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
2017
Q3 		– Sell
-50
Closed -$1K – 331
2017
Q2 		$1K Buy
+50
New +$1.26K ﹤0.01% 322

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D'Orazio & Associates's TDTF Position: Q3 2017 in Review

D'Orazio & Associates sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q3 2017, closing a stake of 50 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in TDTF in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 29 funds tracked by Wall St. Rank hold TDTF as of Q3 2017.

  • D'Orazio & Associates reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2017 after selling out during the quarter.
  • D'Orazio & Associates sold 50 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2017, an estimated $1K.
  • D'Orazio & Associates first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2017 and held it in 1 quarter.
  • D'Orazio & Associates's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $1K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2017.

Based on D'Orazio & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.