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Next Financial Group’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 $59.5B AUM 35.96% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Next Financial Group sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 800 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2017, an estimated $20K.
  • Next Financial Group first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2017 and held it in 2 quarters.
  • Next Financial Group's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $20K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2017.

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