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Mine & Arao Wealth Creation & Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Mine & Arao Wealth Creation & Management’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
2024
Q2 		– Sell
-202
Closed -$4.78K – 322
2024
Q1 		$4.78K Hold
202
– – ﹤0.01% 247
2023
Q4 		$4.77K Hold
202
– – ﹤0.01% 256
2023
Q3 		$4.63K Hold
202
– – ﹤0.01% 254
2023
Q2 		$4.78K Hold
202
– – ﹤0.01% 265
2023
Q1 		$4.95K Hold
202
– – ﹤0.01% 263
2022
Q4 		$4.77K Hold
202
– – ﹤0.01% 264
2022
Q3 		$5K Hold
202
– – ﹤0.01% 280
2022
Q2 		$5K Hold
202
– – ﹤0.01% 274
2022
Q1 		$5K Hold
202
– – ﹤0.01% 275
2021
Q4 		$6K Hold
202
– – ﹤0.01% 269
2021
Q3 		$6K Hold
202
– – ﹤0.01% 248
2021
Q2 		$6K Hold
202
– – ﹤0.01% 242
2021
Q1 		$6K Hold
202
– – ﹤0.01% 233
2020
Q4 		$6K Hold
202
– – ﹤0.01% 233
2020
Q3 		$6K Hold
202
– – ﹤0.01% 221
2020
Q2 		$5K Hold
202
– – ﹤0.01% 208
2020
Q1 		$5K Hold
202
– – 0.01% 205
2019
Q4 		$5K Buy
+202
New +$5.15K ﹤0.01% 215

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's TDTF Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2024, closing a stake of 202 shares — an estimated $4.78K sold.

Mine & Arao Wealth Creation & Management first reported a position in TDTF in Q4 2019 and held it in 18 quarters. The position peaked at $6K in Q4 2021. 60 funds tracked by Wall St. Rank hold TDTF as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 202 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2024, an estimated $4.78K.
  • Mine & Arao Wealth Creation & Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $6K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.