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

JFS 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
2018 Q4	–	Sell	-972	Closed	-$24K	–	524
2018 Q3	$24K	Hold	972	–	–	0.01%	306
2018 Q2	$24K	Hold	972	–	–	0.01%	297
2018 Q1	$24K	Hold	972	–	–	0.01%	298
2017 Q4	$24K	Hold	972	–	–	0.01%	311
2017 Q3	$24K	Hold	972	–	–	0.01%	303
2017 Q2	$24K	Hold	972	–	–	0.01%	280
2017 Q1	$24K	Hold	972	–	–	0.01%	287
2016 Q4	$24K	Buy	+972	New	+$24.5K	0.01%	287

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

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

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

JFS Wealth Advisors's TDTF Position: Q4 2018 in Review

JFS Wealth Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2018, closing a stake of 972 shares — an estimated $24K sold.

JFS Wealth Advisors first reported a position in TDTF in Q4 2016 and held it in 8 quarters. The position peaked at $24K in Q3 2018. 42 funds tracked by Wall St. Rank hold TDTF as of Q4 2018.

JFS Wealth Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2018 after selling out during the quarter.
JFS Wealth Advisors sold 972 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2018, an estimated $24K.
JFS Wealth Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2016 and held it in 8 quarters.
JFS Wealth Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $24K in Q3 2018.
42 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.