Kiley Juergens Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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

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

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

Kiley Juergens Wealth Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 74 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2018, an estimated $1K.
Kiley Juergens Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2018 and held it in 2 quarters.
Kiley Juergens Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1K 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 Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.