Main Street Financial Solutions’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Main Street Financial Solutions’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
2021 Q4	–	Sell	-165,891	Closed	-$4.63M	–	489
2021 Q3	$4.63M	Buy	165,891 +1,785	+1%	+$50.3K	0.71%	31
2021 Q2	$4.6M	Buy	+164,106	New	+$4.59M	0.74%	31

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Main Street Financial Solutions's TDTF Position: Q4 2021 in Review

Main Street Financial Solutions sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2021, closing a stake of 165,891 shares — an estimated $4.63M sold.

Main Street Financial Solutions first reported a position in TDTF in Q2 2021 and held it in 2 quarters. The position peaked at $4.63M in Q3 2021. 63 funds tracked by Wall St. Rank hold TDTF as of Q4 2021.

Main Street Financial Solutions reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2021 after selling out during the quarter.
Main Street Financial Solutions sold 165,891 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2021, an estimated $4.63M.
Main Street Financial Solutions first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2021 and held it in 2 quarters.
Main Street Financial Solutions's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $4.63M in Q3 2021.
63 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2021.

Based on Main Street Financial Solutions's 13F filing for Q4 2021, filed 8 Feb 2022.