Institute for Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Institute for Wealth Management’s Portfolio TDTT Stock Details TDTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-209	Closed	-$5K	–	55
2014 Q3	$5K	Hold	209	–	–	﹤0.01%	58
2014 Q2	$5K	Hold	209	–	–	﹤0.01%	58
2014 Q1	$5K	Hold	209	–	–	﹤0.01%	69
2013 Q4	$5K	Hold	209	–	–	﹤0.01%	64
2013 Q3	$5K	Sell	209 -234	-53%	-$5.84K	﹤0.01%	57
2013 Q2	$11K	Buy	+443	New	+$11.2K	0.01%	86

Other funds holding TDTT

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FBNAT

FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Institute for Wealth Management's TDTT Position: Q4 2014 in Review

Institute for Wealth Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2014, closing a stake of 209 shares — an estimated $5K sold.

Institute for Wealth Management first reported a position in TDTT in Q2 2013 and held it in 6 quarters. The position peaked at $11K in Q2 2013. 42 funds tracked by Wall St. Rank hold TDTT as of Q4 2014.

Institute for Wealth Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2014 after selling out during the quarter.
Institute for Wealth Management sold 209 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2014, an estimated $5K.
Institute for Wealth Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2013 and held it in 6 quarters.
Institute for Wealth Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $11K in Q2 2013.
42 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2014.

Based on Institute for Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.