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SJS Investment Consulting’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

SJS Investment Consulting’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
2023
Q1 		– Sell
-96
Closed -$2.27K – 1625
2022
Q4 		$2.27K Hold
96
– – ﹤0.01% 583
2022
Q3 		$2K Buy
+96
New +$2.41K ﹤0.01% 535
2022
Q1 		$3K Hold
96
– – ﹤0.01% 490
2021
Q4 		$3K Buy
+96
New +$2.69K ﹤0.01% 461

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

SJS Investment Consulting's TDTF Position: Q1 2023 in Review

SJS Investment Consulting sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2023, closing a stake of 96 shares — an estimated $2.27K sold.

SJS Investment Consulting first reported a position in TDTF in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 63 funds tracked by Wall St. Rank hold TDTF as of Q1 2023.

  • SJS Investment Consulting reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 96 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2023, an estimated $2.27K.
  • SJS Investment Consulting first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2021 and held it in 4 quarters.
  • SJS Investment Consulting's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $3K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2023.

Based on SJS Investment Consulting's 13F filing for Q1 2023, filed 20 Apr 2023.