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Nachman Norwood & Parrott’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-666
Closed -$18K – 953
2020
Q3 		$18K Buy
+666
New +$18.2K ﹤0.01% 648

Other funds holding TDTF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nachman Norwood & Parrott's TDTF Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2020, closing a stake of 666 shares — an estimated $18K sold.

Nachman Norwood & Parrott first reported a position in TDTF in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 40 funds tracked by Wall St. Rank hold TDTF as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 666 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2020, an estimated $18K.
  • Nachman Norwood & Parrott first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $18K in Q3 2020.
  • 40 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.