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

Sowa Financial 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
2020
Q3 		– Sell
-38
Closed -$1K – 329
2020
Q2 		$1K Hold
38
– – ﹤0.01% 352
2020
Q1 		$1K Hold
38
– – ﹤0.01% 351
2019
Q4 		$1K Buy
+38
New +$969 ﹤0.01% 357

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UBS Group
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NAS
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V
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowa Financial Group's TDTF Position: Q3 2020 in Review

Sowa Financial Group sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q3 2020, closing a stake of 38 shares — an estimated $1K sold.

Sowa Financial Group first reported a position in TDTF in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 34 funds tracked by Wall St. Rank hold TDTF as of Q3 2020.

  • Sowa Financial Group reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 38 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2020, an estimated $1K.
  • Sowa Financial Group first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $1K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.