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Strategic Blueprint’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-1,500
Closed -$42K – 1218
2021
Q2 		$42K Buy
+1,500
New +$41.9K 0.01% 661

Other funds holding TDTF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Blueprint's TDTF Position: Q3 2021 in Review

Strategic Blueprint sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2021, closing a stake of 1,500 shares — an estimated $42K sold.

Strategic Blueprint first reported a position in TDTF in Q2 2021 and held it in 1 quarter. The position peaked at $42K in Q2 2021. 56 funds tracked by Wall St. Rank hold TDTF as of Q3 2021.

  • Strategic Blueprint reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 1,500 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2021, an estimated $42K.
  • Strategic Blueprint first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $42K in Q2 2021.
  • 56 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.