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Kiley Juergens Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-74
Closed -$1K – 573
2018
Q3 		$1K Hold
74
– – ﹤0.01% 616
2018
Q2 		$1K Buy
+74
New +$1.82K ﹤0.01% 555

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EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kiley Juergens Wealth Management's TDTF Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q4 2018, closing a stake of 74 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in TDTF in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 42 funds tracked by Wall St. Rank hold TDTF as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 74 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q4 2018, an estimated $1K.
  • Kiley Juergens Wealth Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $1K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.