Doyle Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Doyle 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 Q3	–	Sell	-241	Closed	-$6K	–	703
2019 Q2	$6K	Buy	+241	New	+$6.04K	﹤0.01%	717
2019 Q1	–	Sell	-241	Closed	-$6K	–	690
2018 Q4	$6K	Buy	+241	New	+$5.78K	﹤0.01%	705

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

Doyle Wealth Management's TDTF Position: Q3 2019 in Review

Doyle Wealth Management sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q3 2019, closing a stake of 241 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in TDTF in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 31 funds tracked by Wall St. Rank hold TDTF as of Q3 2019.

Doyle Wealth Management reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 241 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2019, an estimated $6K.
Doyle Wealth Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $6K in Q2 2019.
31 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.