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

Parallel Advisors’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
-165
Closed -$3.79K – 3472
2023
Q3 		$3.79K Hold
165
– – ﹤0.01% 2599
2023
Q2 		$3.91K Hold
165
– – ﹤0.01% 2523
2023
Q1 		$4.04K Buy
+165
New +$3.96K ﹤0.01% 2484

Other funds holding TDTF

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

Parallel Advisors's TDTF Position: Q4 2023 in Review

Parallel Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2023, closing a stake of 165 shares — an estimated $3.79K sold.

Parallel Advisors first reported a position in TDTF in Q1 2023 and held it in 3 quarters. The position peaked at $4.04K in Q1 2023. 72 funds tracked by Wall St. Rank hold TDTF as of Q4 2023.

  • Parallel Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • Parallel Advisors sold 165 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $3.79K.
  • Parallel Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 3 quarters.
  • Parallel Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $4.04K 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 Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.