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AJ Wealth Strategies’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$11.2M Buy
476,748
+249,114
+109% +$5.94M 0.54% 37
2023
Q1 		$5.5M Buy
227,634
+149,371
+191% +$3.55M 0.29% 46
2022
Q4 		$1.84M Sell
78,263
-1,721,730
-96% -$40.6M 0.1% 92
2022
Q3 		$42.1M Buy
+1,799,993
New +$44.2M 2.45% 14

Other funds holding TDTT

Northern Trust
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 $596M AUM 22.29% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

AJ Wealth Strategies's TDTT Position: Q2 2023 in Review

AJ Wealth Strategies increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 109% in Q2 2023, buying an estimated $5.94M and bringing the position to 476,748 shares worth $11.2M. The position accounts for 0.54% of the portfolio, ranked #37.

AJ Wealth Strategies first reported a position in TDTT in Q3 2022 and has held it in 4 quarters since. The position peaked at $42.1M in Q3 2022. 110 funds tracked by Wall St. Rank hold TDTT as of Q2 2023.

  • AJ Wealth Strategies held 476,748 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $11.2M as of Q2 2023.
  • AJ Wealth Strategies bought 249,114 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2023, an estimated $5.94M.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.54% of AJ Wealth Strategies's portfolio in Q2 2023, its #37 holding.
  • AJ Wealth Strategies first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2022 and has held it in 4 quarters since.
  • AJ Wealth Strategies's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $42.1M in Q3 2022.
  • 110 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.