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Institute for Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 $59.5B AUM 35.96% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

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

Institute for Wealth Management sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 14 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q1 2020.
  • Institute for Wealth Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $0 in Q4 2019.
  • 37 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q1 2020.

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