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Nikulski Financial’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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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EK
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NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Bank of America
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nikulski Financial's TDTF Position: Q3 2018 in Review

Nikulski Financial sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2018 after selling out during the quarter.
  • Nikulski Financial sold 21,466 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2018, an estimated $530K.
  • Nikulski Financial first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2018 and held it in 1 quarter.
  • Nikulski Financial's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $530K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2018.

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