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Kissinger Financial Services’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Kissinger Financial Services’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
2017
Q2 		$6.39M Buy
256,114
+9,804
+4% +$247K 6.36% 1
2017
Q1 		$6.23M Buy
246,310
+292
+0.1% +$7.34K 6.42% 1
2016
Q4 		$6.16M Buy
246,018
+36,013
+17% +$907K 6.44% 1
2016
Q3 		$5.35M Buy
+210,005
New +$5.34M 5.84% 1

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kissinger Financial Services's TDTF Position: Q2 2017 in Review

Kissinger Financial Services increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 4% in Q2 2017, buying an estimated $247K and bringing the position to 256,114 shares worth $6.39M. The position accounts for 6.36% of the portfolio, ranked #1.

Kissinger Financial Services first reported a position in TDTF in Q3 2016 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold TDTF as of Q2 2017.

  • Kissinger Financial Services held 256,114 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $6.39M as of Q2 2017.
  • Kissinger Financial Services bought 9,804 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2017, an estimated $247K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 6.36% of Kissinger Financial Services's portfolio in Q2 2017, its #1 holding.
  • Kissinger Financial Services first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2016 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.