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Lavaca Capital’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Lavaca Capital’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
2019
Q2 		– Sell
-435
Closed -$11K – 322
2019
Q1 		$11K Hold
435
– – 0.01% 266
2018
Q4 		$10K Buy
+435
New +$10.4K 0.01% 239

Other funds holding TDTF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Lavaca Capital's TDTF Position: Q2 2019 in Review

Lavaca Capital sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2019, closing a stake of 435 shares — an estimated $11K sold.

Lavaca Capital first reported a position in TDTF in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 35 funds tracked by Wall St. Rank hold TDTF as of Q2 2019.

  • Lavaca Capital reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2019 after selling out during the quarter.
  • Lavaca Capital sold 435 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2019, an estimated $11K.
  • Lavaca Capital first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2018 and held it in 2 quarters.
  • Lavaca Capital's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $11K in Q1 2019.
  • 35 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.