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

EverSource Wealth Advisors’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
2022
Q3 		– Sell
-247
Closed -$6K – 2132
2022
Q2 		$6K Hold
247
– – ﹤0.01% 1224
2022
Q1 		$7K Hold
247
– – ﹤0.01% 1147
2021
Q4 		$7K Buy
+247
New +$6.92K ﹤0.01% 1139

Other funds holding TDTF

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's TDTF Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2022, closing a stake of 247 shares — an estimated $6K sold.

EverSource Wealth Advisors first reported a position in TDTF in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 65 funds tracked by Wall St. Rank hold TDTF as of Q3 2022.

  • EverSource Wealth Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 247 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2022, an estimated $6K.
  • EverSource Wealth Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2021 and held it in 3 quarters.
  • EverSource Wealth Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $7K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.