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Private Advisor Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-1,863
Closed -$50K – 3216
2020
Q2 		$50K Buy
+1,863
New +$49.2K ﹤0.01% 2108

Other funds holding TDTF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Advisor Group's TDTF Position: Q3 2020 in Review

Private Advisor Group sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2020, closing a stake of 1,863 shares — an estimated $50K sold.

Private Advisor Group first reported a position in TDTF in Q2 2020 and held it in 1 quarter. The position peaked at $50K in Q2 2020. 34 funds tracked by Wall St. Rank hold TDTF as of Q3 2020.

  • Private Advisor Group reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 1,863 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2020, an estimated $50K.
  • Private Advisor Group first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $50K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.