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Oliver Lagore Vanvalin Investment Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q2 		– Sell
-166
Closed -$3.93K – 813
2024
Q1 		$3.93K Buy
+166
New +$3.91K ﹤0.01% 542
2023
Q3 		– Sell
-140
Closed -$3.31K – 892
2023
Q2 		$3.31K Buy
+140
New +$3.37K ﹤0.01% 616

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TDTF Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2024, closing a stake of 166 shares — an estimated $3.93K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TDTF in Q2 2023 and held it in 2 quarters. The position peaked at $3.93K in Q1 2024. 60 funds tracked by Wall St. Rank hold TDTF as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 166 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2024, an estimated $3.93K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $3.93K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.