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FDx Advisors’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 $59.5B AUM 35.96% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDx Advisors's TDTF Position: Q4 2017 in Review

FDx Advisors sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q4 2017 after selling out during the quarter.
  • FDx Advisors sold 21,300 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q4 2017, an estimated $533K.
  • FDx Advisors first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q3 2017 and held it in 1 quarter.
  • FDx Advisors's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $533K in Q3 2017.
  • 37 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q4 2017.

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