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

Advisors Preferred’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
2022 Q3	–	Sell	-8,067	Closed	-$200K	–	184
2022 Q2	$200K	Sell	8,067 -3,610	-31%	-$91.6K	0.05%	102
2022 Q1	$299K	Buy	+11,677	New	+$305K	0.02%	112
2020 Q4	–	Sell	-12,718	Closed	-$329K	–	206
2020 Q3	$329K	Buy	12,718 +2,027	+19%	+$52K	0.07%	89
2020 Q2	$270K	Buy	10,691 +2,082	+24%	+$52K	0.08%	60
2020 Q1	$212K	Buy	+8,609	New	+$213K	0.13%	71

Other funds holding TDTT

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

BIA

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

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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

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

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

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

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

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

Advisors Preferred's TDTT Position: Q3 2022 in Review

Advisors Preferred sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2022, closing a stake of 8,067 shares — an estimated $200K sold.

Advisors Preferred first reported a position in TDTT in Q1 2020 and held it in 5 quarters. The position peaked at $329K in Q3 2020. 116 funds tracked by Wall St. Rank hold TDTT as of Q3 2022.

Advisors Preferred reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2022 after selling out during the quarter.
Advisors Preferred sold 8,067 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2022, an estimated $200K.
Advisors Preferred first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2020 and held it in 5 quarters.
Advisors Preferred's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $329K in Q3 2020.
116 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2022.

Based on Advisors Preferred's 13F filing for Q3 2022, filed 7 Nov 2022.