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Financial Management Professionals’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Financial Management Professionals’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
2024
Q2 		– Sell
-531
Closed -$13K – 1013
2024
Q1 		$13K Buy
+531
New +$12.5K ﹤0.01% 502

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Financial Management Professionals's TDTF Position: Q2 2024 in Review

Financial Management Professionals sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2024, closing a stake of 531 shares — an estimated $13K sold.

Financial Management Professionals first reported a position in TDTF in Q1 2024 and held it in 1 quarter. The position peaked at $13K in Q1 2024. 60 funds tracked by Wall St. Rank hold TDTF as of Q2 2024.

  • Financial Management Professionals reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Management Professionals sold 531 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2024, an estimated $13K.
  • Financial Management Professionals first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2024 and held it in 1 quarter.
  • Financial Management Professionals's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $13K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2024.

Based on Financial Management Professionals's 13F filing for Q2 2024, filed 12 Jul 2024.