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Dowling & Yahnke’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-240
Closed -$6K – 370
2019
Q4 		$6K Buy
+240
New +$6.12K ﹤0.01% 352

Other funds holding TDTF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Dowling & Yahnke's TDTF Position: Q1 2020 in Review

Dowling & Yahnke sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2020, closing a stake of 240 shares — an estimated $6K sold.

Dowling & Yahnke first reported a position in TDTF in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 37 funds tracked by Wall St. Rank hold TDTF as of Q1 2020.

  • Dowling & Yahnke reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 240 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2020, an estimated $6K.
  • Dowling & Yahnke first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $6K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.