Redwood Financial Network’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Redwood Financial Network’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
2022 Q4	–	Sell	-10,279	Closed	-$241K	–	147
2022 Q3	$241K	Buy	10,279 +221	+2%	+$5.55K	0.28%	110
2022 Q2	$254K	Buy	10,058 +163	+2%	+$4.25K	0.28%	109
2022 Q1	$268K	Buy	+9,895	New	+$272K	0.25%	119

Other funds holding TDTF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Redwood Financial Network's TDTF Position: Q4 2022 in Review

Redwood Financial Network sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q4 2022, closing a stake of 10,279 shares — an estimated $241K sold.

Redwood Financial Network first reported a position in TDTF in Q1 2022 and held it in 3 quarters. The position peaked at $268K in Q1 2022. 60 funds tracked by Wall St. Rank hold TDTF as of Q4 2022.

Redwood Financial Network reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q4 2022 after selling out during the quarter.
Redwood Financial Network sold 10,279 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q4 2022, an estimated $241K.
Redwood Financial Network first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2022 and held it in 3 quarters.
Redwood Financial Network's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $268K in Q1 2022.
60 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q4 2022.

Based on Redwood Financial Network's 13F filing for Q4 2022, filed 14 Feb 2023.