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

Provenance Wealth 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
2024
Q1 		– Sell
-598
Closed -$14.1K – 609
2023
Q4 		$14.1K Buy
+598
New +$13.8K ﹤0.01% 285

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
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

Provenance Wealth Advisors's TDTF Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2024, closing a stake of 598 shares — an estimated $14.1K sold.

Provenance Wealth Advisors first reported a position in TDTF in Q4 2023 and held it in 1 quarter. The position peaked at $14.1K in Q4 2023. 63 funds tracked by Wall St. Rank hold TDTF as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 598 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2024, an estimated $14.1K.
  • Provenance Wealth Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $14.1K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.