LifePlan Financial Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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 $52.5B AUM 27.12% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

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

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

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

LifePlan Financial Group sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2019 after selling out during the quarter.
LifePlan Financial Group sold 1,948 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2019, an estimated $48K.
LifePlan Financial Group first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2018 and held it in 5 quarters.
LifePlan Financial Group's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $48K 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 LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.