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WFG Advisors’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

WFG 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
2017
Q2 		$5K Hold
184
– – ﹤0.01% 1295
2017
Q1 		$5K Buy
+184
New +$4.63K ﹤0.01% 1227

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
KFS
Kissinger Financial Services Hunt Valley, Maryland $100M AUM 6.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WFG Advisors's TDTF Position: Q2 2017 in Review

WFG Advisors held its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) position steady in Q2 2017 at 184 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

WFG Advisors first reported a position in TDTF in Q1 2017 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold TDTF as of Q2 2017.

  • WFG Advisors held 184 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $5K as of Q2 2017.
  • WFG Advisors left its Northern Trust iBoxx 5-Year Target Duration TIPS ETF share count unchanged in Q2 2017.
  • Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1295 holding.
  • WFG Advisors first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2017 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.