Doyle Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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 $52.5B AUM 27.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Doyle Wealth Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 241 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2019, an estimated $6K.
Doyle Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $6K in Q2 2019.
31 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2019.

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