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Nikulski Financial’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Nikulski Financial’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
2018
Q3 		– Sell
-21,466
Closed -$530K – 94
2018
Q2 		$530K Buy
+21,466
New +$527K 0.49% 44

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CSIA
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nikulski Financial's TDTF Position: Q3 2018 in Review

Nikulski Financial sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q3 2018, closing a stake of 21,466 shares — an estimated $530K sold.

Nikulski Financial first reported a position in TDTF in Q2 2018 and held it in 1 quarter. The position peaked at $530K in Q2 2018. 49 funds tracked by Wall St. Rank hold TDTF as of Q3 2018.

  • Nikulski Financial reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2018 after selling out during the quarter.
  • Nikulski Financial sold 21,466 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2018, an estimated $530K.
  • Nikulski Financial first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2018 and held it in 1 quarter.
  • Nikulski Financial's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $530K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2018.

Based on Nikulski Financial's 13F filing for Q3 2018, filed 2 Nov 2018.