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Pacifica Partners’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Pacifica Partners’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
2023
Q4 		– Sell
-405
Closed -$9.19K – 570
2023
Q3 		$9.19K Hold
405
– – 0.01% 356
2023
Q2 		$9.49K Hold
405
– – 0.01% 306
2023
Q1 		$9.92K Buy
+405
New +$9.71K 0.01% 310

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BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pacifica Partners's TDTF Position: Q4 2023 in Review

Pacifica Partners sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2023, closing a stake of 405 shares — an estimated $9.19K sold.

Pacifica Partners first reported a position in TDTF in Q1 2023 and held it in 3 quarters. The position peaked at $9.92K in Q1 2023. 72 funds tracked by Wall St. Rank hold TDTF as of Q4 2023.

  • Pacifica Partners reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • Pacifica Partners sold 405 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $9.19K.
  • Pacifica Partners first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 3 quarters.
  • Pacifica Partners's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $9.92K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on Pacifica Partners's 13F filing for Q4 2023, filed 8 Jan 2024.