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Next Financial Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Next 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
2017
Q3 		– Sell
-800
Closed -$20K – 1946
2017
Q2 		$20K Hold
800
– – ﹤0.01% 1091
2017
Q1 		$20K Buy
+800
New +$20.1K 0.01% 1055

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's TDTF Position: Q3 2017 in Review

Next Financial Group sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2017, closing a stake of 800 shares — an estimated $20K sold.

Next Financial Group first reported a position in TDTF in Q1 2017 and held it in 2 quarters. The position peaked at $20K in Q2 2017. 29 funds tracked by Wall St. Rank hold TDTF as of Q3 2017.

  • Next Financial Group reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 800 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2017, an estimated $20K.
  • Next Financial Group first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2017 and held it in 2 quarters.
  • Next Financial Group's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $20K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.