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

Frontier Wealth Management’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 Q2	$813K	Buy	32,244 +53	+0.2%	+$1.38K	0.06%	196
2022 Q1	$856K	Buy	+32,191	New	+$883K	0.01%	194

Other funds holding TDTF

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

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

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

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 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

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Frontier Wealth Management's TDTF Position: Q2 2022 in Review

Frontier Wealth Management increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 0.16% in Q2 2022, buying an estimated $1.38K and bringing the position to 32,244 shares worth $813K. The position accounts for 0.06% of the portfolio, ranked #196.

Frontier Wealth Management first reported a position in TDTF in Q1 2022 and has held it in 2 quarters since. The position peaked at $856K in Q1 2022. 65 funds tracked by Wall St. Rank hold TDTF as of Q2 2022.

Frontier Wealth Management held 32,244 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $813K as of Q2 2022.
Frontier Wealth Management bought 53 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2022, an estimated $1.38K.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.06% of Frontier Wealth Management's portfolio in Q2 2022, its #196 holding.
Frontier Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2022 and has held it in 2 quarters since.
Frontier Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $856K in Q1 2022.
65 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.