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Redwood Financial Network’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

Redwood Financial Network sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2022 after selling out during the quarter.
  • Redwood Financial Network sold 10,279 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2022, an estimated $241K.
  • Redwood Financial Network first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2022 and held it in 3 quarters.
  • Redwood Financial Network's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $268K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2022.

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