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TrustCore Financial Services’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

TrustCore Financial Services’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
2019
Q4 		– Sell
-455
Closed -$12K – 966
2019
Q3 		$12K Buy
+455
New +$11.6K ﹤0.01% 615
2019
Q1 		– Sell
-39
Closed -$1K – 856
2018
Q4 		$1K Buy
+39
New +$936 ﹤0.01% 434

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EK
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrustCore Financial Services's TDTF Position: Q4 2019 in Review

TrustCore Financial Services sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2019, closing a stake of 455 shares — an estimated $12K sold.

TrustCore Financial Services first reported a position in TDTF in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 37 funds tracked by Wall St. Rank hold TDTF as of Q4 2019.

  • TrustCore Financial Services reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2019 after selling out during the quarter.
  • TrustCore Financial Services sold 455 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2019, an estimated $12K.
  • TrustCore Financial Services first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2018 and held it in 2 quarters.
  • TrustCore Financial Services's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $12K in Q3 2019.
  • 37 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2019.

Based on TrustCore Financial Services's 13F filing for Q4 2019, filed 30 Jan 2020.