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

Fiducient 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 Q1	–	Sell	-14,742	Closed	-$413K	–	66
2021 Q4	$413K	Hold	14,742	–	–	0.13%	35
2021 Q3	$412K	Sell	14,742 -11,491	-44%	-$324K	0.12%	58
2021 Q2	$735K	Buy	+26,233	New	+$734K	0.23%	33

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Fiducient Advisors's TDTF Position: Q1 2022 in Review

Fiducient Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2022, closing a stake of 14,742 shares — an estimated $413K sold.

Fiducient Advisors first reported a position in TDTF in Q2 2021 and held it in 3 quarters. The position peaked at $735K in Q2 2021. 67 funds tracked by Wall St. Rank hold TDTF as of Q1 2022.

Fiducient Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2022 after selling out during the quarter.
Fiducient Advisors sold 14,742 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2022, an estimated $413K.
Fiducient Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2021 and held it in 3 quarters.
Fiducient Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $735K in Q2 2021.
67 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2022.

Based on Fiducient Advisors's 13F filing for Q1 2022, filed 9 May 2022.