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

MV Capital 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
2021
Q1 		– Sell
-967
Closed -$27K – 471
2020
Q4 		$27K Buy
+967
New +$26.6K 0.01% 193

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NAS
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FNB
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LPL Financial
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V
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NB
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MV Capital Management's TDTF Position: Q1 2021 in Review

MV Capital Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2021, closing a stake of 967 shares — an estimated $27K sold.

MV Capital Management first reported a position in TDTF in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 39 funds tracked by Wall St. Rank hold TDTF as of Q1 2021.

  • MV Capital Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2021 after selling out during the quarter.
  • MV Capital Management sold 967 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2021, an estimated $27K.
  • MV Capital Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2020 and held it in 1 quarter.
  • MV Capital Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $27K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2021.

Based on MV Capital Management's 13F filing for Q1 2021, filed 12 May 2021.