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

Ranch Capital 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
2021 Q4	–	Sell	-3,535	Closed	-$99K	–	531
2021 Q3	$99K	Buy	3,535 +2,135	+153%	+$60.2K	0.06%	208
2021 Q2	$39K	Hold	1,400	–	–	0.02%	359
2021 Q1	$38K	Hold	1,400	–	–	0.03%	342
2020 Q4	$38K	Buy	+1,400	New	+$38.5K	0.03%	334

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Ranch Capital Advisors's TDTF Position: Q4 2021 in Review

Ranch Capital Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2021, closing a stake of 3,535 shares — an estimated $99K sold.

Ranch Capital Advisors first reported a position in TDTF in Q4 2020 and held it in 4 quarters. The position peaked at $99K in Q3 2021. 63 funds tracked by Wall St. Rank hold TDTF as of Q4 2021.

Ranch Capital Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 3,535 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2021, an estimated $99K.
Ranch Capital Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2020 and held it in 4 quarters.
Ranch Capital Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $99K in Q3 2021.
63 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.