IFWM
TDTF icon

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

Institute for 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
2020
Q1 		– Sell
-14
Closed – – 656
2019
Q4 		$0 Buy
+14
New +$357 ﹤0.01% 703

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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Institute for Wealth Management's TDTF Position: Q1 2020 in Review

Institute for Wealth Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2020, closing a stake of 14 shares.

Institute for Wealth Management first reported a position in TDTF in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 37 funds tracked by Wall St. Rank hold TDTF as of Q1 2020.

  • Institute for Wealth Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 14 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2020.
  • Institute for Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $0 in Q4 2019.
  • 37 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.