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Kings Path Partners’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Kings Path Partners’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
2024
Q4 		– Sell
-415
Closed -$10K – 308
2024
Q3 		$10K Buy
+415
New +$9.86K ﹤0.01% 241

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WA
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CAL
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kings Path Partners's TDTF Position: Q4 2024 in Review

Kings Path Partners sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2024, closing a stake of 415 shares — an estimated $10K sold.

Kings Path Partners first reported a position in TDTF in Q3 2024 and held it in 1 quarter. The position peaked at $10K in Q3 2024. 67 funds tracked by Wall St. Rank hold TDTF as of Q4 2024.

  • Kings Path Partners reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2024 after selling out during the quarter.
  • Kings Path Partners sold 415 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2024, an estimated $10K.
  • Kings Path Partners first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2024 and held it in 1 quarter.
  • Kings Path Partners's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $10K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2024.

Based on Kings Path Partners's 13F filing for Q4 2024, filed 6 Jan 2025.