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WFG Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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 $1.76B AUM 18.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 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 $1.37T AUM 24.88% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFG Advisors's TDTF Position: Q2 2017 in Review

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

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