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Kohmann Bosshard Financial Services’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$287K Sell
11,508
-794
-6% -$19.7K 0.24% 49
2016
Q4 		$305K Buy
+12,302
New +$304K 0.28% 47

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Kohmann Bosshard Financial Services's TDTT Position: Q1 2017 in Review

Kohmann Bosshard Financial Services reduced its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 6.5% in Q1 2017, selling an estimated $19.7K and leaving 11,508 shares worth $287K. The position accounts for 0.24% of the portfolio, ranked #49.

Kohmann Bosshard Financial Services first reported a position in TDTT in Q4 2016 and has held it in 2 quarters since. The position peaked at $305K in Q4 2016. 48 funds tracked by Wall St. Rank hold TDTT as of Q1 2017.

  • Kohmann Bosshard Financial Services held 11,508 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $287K as of Q1 2017.
  • Kohmann Bosshard Financial Services sold 794 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2017, an estimated $19.7K.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.24% of Kohmann Bosshard Financial Services's portfolio in Q1 2017, its #49 holding.
  • Kohmann Bosshard Financial Services first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2016 and has held it in 2 quarters since.
  • Kohmann Bosshard Financial Services's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $305K in Q4 2016.
  • 48 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2017.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2017, filed 7 Apr 2017.