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

Wealth Quarterback’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
Q2 		– Sell
-605
Closed -$15.6K – 694
2020
Q1 		$15.6K Sell
605
-47,490
-99% -$1.22M 0.01% 386
2019
Q4 		$1.99K Buy
+48,095
New +$1.23M ﹤0.01% 761

Other funds holding TDTF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
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
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
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Quarterback's TDTF Position: Q2 2020 in Review

Wealth Quarterback sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2020, closing a stake of 605 shares — an estimated $15.6K sold.

Wealth Quarterback first reported a position in TDTF in Q4 2019 and held it in 2 quarters. The position peaked at $15.6K in Q1 2020. 33 funds tracked by Wall St. Rank hold TDTF as of Q2 2020.

  • Wealth Quarterback reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 605 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2020, an estimated $15.6K.
  • Wealth Quarterback first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $15.6K in Q1 2020.
  • 33 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.