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Advisor Group’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Advisor Group’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
2019
Q4 		$86K Buy
3,480
+1,762
+103% +$43.3K ﹤0.01% 3048
2019
Q3 		$43K Sell
1,718
-592
-26% -$14.6K ﹤0.01% 3505
2019
Q2 		$57K Sell
2,310
-17,510
-88% -$428K ﹤0.01% 3272
2019
Q1 		$482K Buy
19,820
+10,849
+121% +$261K ﹤0.01% 1620
2018
Q4 		$214K Buy
8,971
+5,350
+148% +$127K ﹤0.01% 2042
2018
Q3 		$86K Buy
3,621
+2,221
+159% +$53.4K ﹤0.01% 2869
2018
Q2 		$34K Buy
1,400
+600
+75% +$14.5K ﹤0.01% 3389
2018
Q1 		$20K Sell
800
-843
-51% -$20.5K ﹤0.01% 3689
2017
Q4 		$40K Buy
1,643
+7
+0.4% +$171 ﹤0.01% 3240
2017
Q3 		$41K Buy
1,636
+3
+0.2% +$74 ﹤0.01% 3083
2017
Q2 		$40K Sell
1,633
-12,380
-88% -$306K ﹤0.01% 2997
2017
Q1 		$350K Buy
14,013
+13,313
+1,902% +$330K 0.01% 1288
2016
Q4 		$17K Hold
700
– – ﹤0.01% 3323
2016
Q3 		$17K Sell
700
-900
-56% -$22.3K ﹤0.01% 3265
2016
Q2 		$39K Buy
+1,600
New +$39.6K ﹤0.01% 2608

Other funds holding TDTT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Advisor Group's TDTT Position: Q4 2019 in Review

Advisor Group increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 103% in Q4 2019, buying an estimated $43.3K and bringing the position to 3,480 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Advisor Group first reported a position in TDTT in Q2 2016 and has held it in 15 quarters since. The position peaked at $482K in Q1 2019. 69 funds tracked by Wall St. Rank hold TDTT as of Q4 2019.

  • Advisor Group held 3,480 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $86K as of Q4 2019.
  • Advisor Group bought 1,762 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2019, an estimated $43.3K.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3048 holding.
  • Advisor Group first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $482K in Q1 2019.
  • 69 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.