West Paces Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

West Paces 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
2022 Q4	–	Sell	-9,480	Closed	-$222K	–	559
2022 Q3	$222K	Buy	9,480 +4,530	+92%	+$114K	0.08%	111
2022 Q2	$125K	Buy	+4,950	New	+$129K	0.04%	151
2018 Q4	–	Sell	-7,500	Closed	-$182K	–	484
2018 Q3	$182K	Hold	7,500	–	–	0.13%	108
2018 Q2	$185K	Sell	7,500 -11,880	-61%	-$292K	0.14%	105
2018 Q1	$479K	Sell	19,380 -13,350	-41%	-$329K	0.36%	62
2017 Q4	$817K	Buy	32,730 +6,525	+25%	+$163K	0.6%	38
2017 Q3	$655K	Buy	26,205 +8,000	+44%	+$201K	0.49%	44
2017 Q2	$454K	Hold	18,205	–	–	0.36%	69
2017 Q1	$461K	Hold	18,205	–	–	0.37%	65
2016 Q4	$455K	Buy	+18,205	New	+$458K	0.43%	59

Other funds holding TDTF

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

FNB

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

West Paces Advisors's TDTF Position: Q4 2022 in Review

West Paces Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2022, closing a stake of 9,480 shares — an estimated $222K sold.

West Paces Advisors first reported a position in TDTF in Q4 2016 and held it in 10 quarters. The position peaked at $817K in Q4 2017. 60 funds tracked by Wall St. Rank hold TDTF as of Q4 2022.

West Paces Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2022 after selling out during the quarter.
West Paces Advisors sold 9,480 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2022, an estimated $222K.
West Paces Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2016 and held it in 10 quarters.
West Paces Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $817K in Q4 2017.
60 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2022.

Based on West Paces Advisors's 13F filing for Q4 2022, filed 18 Dec 2023.