North Star Investment Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

North Star Investment Management’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 Q1	–	Sell	-299	Closed	-$7K	–	1090
2017 Q4	$7K	Sell	299 -284	-49%	-$7.1K	﹤0.01%	874
2017 Q3	$15K	Hold	583	–	–	﹤0.01%	774
2017 Q2	$15K	Buy	+583	New	+$14.7K	﹤0.01%	762

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CSIA

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Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

North Star Investment Management's TDTF Position: Q1 2018 in Review

North Star Investment Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2018, closing a stake of 299 shares — an estimated $7K sold.

North Star Investment Management first reported a position in TDTF in Q2 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2017. 47 funds tracked by Wall St. Rank hold TDTF as of Q1 2018.

North Star Investment Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2018 after selling out during the quarter.
North Star Investment Management sold 299 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2018, an estimated $7K.
North Star Investment Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2017 and held it in 3 quarters.
North Star Investment Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $15K in Q3 2017.
47 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2018.

Based on North Star Investment Management's 13F filing for Q1 2018, filed 13 Apr 2018.