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

Guidant Wealth 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
2019
Q3 		$226K Buy
8,869
+26
+0.3% +$664 0.08% 103
2019
Q2 		$226K Buy
8,843
+18
+0.2% +$451 0.09% 104
2019
Q1 		$220K Buy
+8,825
New +$216K 0.09% 101

Other funds holding TDTF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Guidant Wealth Advisors's TDTF Position: Q3 2019 in Review

Guidant Wealth Advisors increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 0.29% in Q3 2019, buying an estimated $664 and bringing the position to 8,869 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #103.

Guidant Wealth Advisors first reported a position in TDTF in Q1 2019 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold TDTF as of Q3 2019.

  • Guidant Wealth Advisors held 8,869 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $226K as of Q3 2019.
  • Guidant Wealth Advisors bought 26 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2019, an estimated $664.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.08% of Guidant Wealth Advisors's portfolio in Q3 2019, its #103 holding.
  • Guidant Wealth Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2019 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.