United Capital Financial Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

United Capital Financial Advisors’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 Q4	–	Sell	-11,330	Closed	-$312K	–	1225
2020 Q3	$312K	Hold	11,330	–	–	﹤0.01%	948
2020 Q2	$303K	Sell	11,330 -824	-7%	-$21.7K	﹤0.01%	1002
2020 Q1	$314K	Hold	12,154	–	–	﹤0.01%	959
2019 Q4	$311K	Buy	12,154 +837	+7%	+$21.3K	﹤0.01%	1127
2019 Q3	$289K	Buy	11,317 +10	+0.1%	+$255	﹤0.01%	1088
2019 Q2	$289K	Sell	11,307 -139	-1%	-$3.48K	﹤0.01%	1232
2019 Q1	$285K	Buy	+11,446	New	+$280K	﹤0.01%	1145

Other funds holding TDTF

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

United Capital Financial Advisors's TDTF Position: Q4 2020 in Review

United Capital Financial Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2020, closing a stake of 11,330 shares — an estimated $312K sold.

United Capital Financial Advisors first reported a position in TDTF in Q1 2019 and held it in 7 quarters. The position peaked at $314K in Q1 2020. 40 funds tracked by Wall St. Rank hold TDTF as of Q4 2020.

United Capital Financial Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2020 after selling out during the quarter.
United Capital Financial Advisors sold 11,330 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2020, an estimated $312K.
United Capital Financial Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2019 and held it in 7 quarters.
United Capital Financial Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $314K in Q1 2020.
40 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.