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

Rowland Carmichael 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
2018
Q4 		– Sell
-25,652
Closed -$622K – 358
2018
Q3 		$622K Buy
25,652
+816
+3% +$19.9K 0.24% 109
2018
Q2 		$613K Buy
+24,836
New +$610K 0.26% 102

Other funds holding TDTF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 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

Rowland Carmichael Advisors's TDTF Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2018, closing a stake of 25,652 shares — an estimated $622K sold.

Rowland Carmichael Advisors first reported a position in TDTF in Q2 2018 and held it in 2 quarters. The position peaked at $622K in Q3 2018. 42 funds tracked by Wall St. Rank hold TDTF as of Q4 2018.

  • Rowland Carmichael Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 25,652 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2018, an estimated $622K.
  • Rowland Carmichael Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2018 and held it in 2 quarters.
  • Rowland Carmichael Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $622K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.