Heritage Wealth Management (Arizona)’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Heritage Wealth Management (Arizona)’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 Q3	–	Sell	-900	Closed	-$22.7K	–	1098
2022 Q2	$22.7K	Hold	900	–	–	0.01%	523
2022 Q1	$24K	Buy	+900	New	+$24.7K	0.01%	570
2021 Q3	$25K	Buy	+900	New	+$25.4K	0.01%	530

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

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

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

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

CFD

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

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

FNB

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TDTF Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2022, closing a stake of 900 shares — an estimated $22.7K sold.

Heritage Wealth Management (Arizona) first reported a position in TDTF in Q3 2021 and held it in 3 quarters. The position peaked at $25K in Q3 2021. 65 funds tracked by Wall St. Rank hold TDTF as of Q3 2022.

Heritage Wealth Management (Arizona) reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 900 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2022, an estimated $22.7K.
Heritage Wealth Management (Arizona) first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2021 and held it in 3 quarters.
Heritage Wealth Management (Arizona)'s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $25K in Q3 2021.
65 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.