3EDGE Asset Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

3EDGE Asset Management’s Portfolio TDTT Stock Details TDTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,035	Closed	-$265K	–	99
2024 Q3	$265K	Hold	11,035	–	–	0.02%	66
2024 Q2	$260K	Hold	11,035	–	–	0.02%	63
2024 Q1	$262K	Hold	11,035	–	–	0.02%	61
2023 Q4	$261K	Buy	+11,035	New	+$257K	0.02%	50
2023 Q2	–	Sell	-9,854	Closed	-$238K	–	53
2023 Q1	$238K	Sell	9,854 -2,195,649	-100%	-$52.1M	0.02%	44
2022 Q4	$51.9M	Buy	+2,205,503	New	+$52M	4.03%	9

Other funds holding TDTT

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

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

3EDGE Asset Management's TDTT Position: Q4 2024 in Review

3EDGE Asset Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2024, closing a stake of 11,035 shares — an estimated $265K sold.

3EDGE Asset Management first reported a position in TDTT in Q4 2022 and held it in 6 quarters. The position peaked at $51.9M in Q4 2022. 101 funds tracked by Wall St. Rank hold TDTT as of Q4 2024.

3EDGE Asset Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2024 after selling out during the quarter.
3EDGE Asset Management sold 11,035 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2024, an estimated $265K.
3EDGE Asset Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2022 and held it in 6 quarters.
3EDGE Asset Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $51.9M in Q4 2022.
101 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2024.

Based on 3EDGE Asset Management's 13F filing for Q4 2024, filed 31 Jan 2025.