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

FDx 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
2017
Q4 		– Sell
-21,300
Closed -$533K – 1300
2017
Q3 		$533K Buy
+21,300
New +$534K 0.01% 778

Other funds holding TDTF

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 $52.5B AUM 27.12% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDx Advisors's TDTF Position: Q4 2017 in Review

FDx Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2017, closing a stake of 21,300 shares — an estimated $533K sold.

FDx Advisors first reported a position in TDTF in Q3 2017 and held it in 1 quarter. The position peaked at $533K in Q3 2017. 37 funds tracked by Wall St. Rank hold TDTF as of Q4 2017.

  • FDx Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2017 after selling out during the quarter.
  • FDx Advisors sold 21,300 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2017, an estimated $533K.
  • FDx Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2017 and held it in 1 quarter.
  • FDx Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $533K in Q3 2017.
  • 37 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.