LifePlan Financial Group’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

LifePlan Financial Group’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	-1,948	Closed	-$48K	–	568
2019 Q1	$48K	Hold	1,948	–	–	0.03%	248
2018 Q4	$47K	Hold	1,948	–	–	0.03%	238
2018 Q3	$47K	Hold	1,948	–	–	0.03%	257
2018 Q2	$48K	Hold	1,948	–	–	0.03%	241
2018 Q1	$48K	Buy	+1,948	New	+$48K	0.03%	229

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

LifePlan Financial Group's TDTF Position: Q2 2019 in Review

LifePlan Financial Group sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q2 2019, closing a stake of 1,948 shares — an estimated $48K sold.

LifePlan Financial Group first reported a position in TDTF in Q1 2018 and held it in 5 quarters. The position peaked at $48K in Q1 2019. 35 funds tracked by Wall St. Rank hold TDTF as of Q2 2019.

LifePlan Financial Group reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q2 2019 after selling out during the quarter.
LifePlan Financial Group sold 1,948 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2019, an estimated $48K.
LifePlan Financial Group first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2018 and held it in 5 quarters.
LifePlan Financial Group's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $48K in Q1 2019.
35 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2019.

Based on LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.