Signature Wealth Management Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Signature Wealth Management Group’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	-300	Closed	-$7K	–	268
2018 Q3	$7K	Hold	300	–	–	0.01%	218
2018 Q2	$7K	Hold	300	–	–	0.01%	218
2018 Q1	$7K	Hold	300	–	–	0.01%	215
2017 Q4	$7K	Buy	+300	New	+$7.5K	0.01%	226

Other funds holding TDTF

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

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

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

Signature Wealth Management Group's TDTF Position: Q4 2018 in Review

Signature Wealth Management Group sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2018, closing a stake of 300 shares — an estimated $7K sold.

Signature Wealth Management Group first reported a position in TDTF in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 42 funds tracked by Wall St. Rank hold TDTF as of Q4 2018.

Signature Wealth Management Group reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 300 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2018, an estimated $7K.
Signature Wealth Management Group first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $7K 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 Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.