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

AlphaCore Capital’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
Q4 		– Sell
-4,183
Closed -$97K – 410
2023
Q3 		$97K Buy
4,183
+213
+5% +$4.97K 0.02% 244
2023
Q2 		$93.4K Hold
3,970
– – 0.02% 221
2023
Q1 		$96K Buy
+3,970
New +$94.2K 0.03% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 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 $271M AUM 11.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

AlphaCore Capital's TDTT Position: Q4 2023 in Review

AlphaCore Capital sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2023, closing a stake of 4,183 shares — an estimated $97K sold.

AlphaCore Capital first reported a position in TDTT in Q1 2023 and held it in 3 quarters. The position peaked at $97K in Q3 2023. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2023.

  • AlphaCore Capital reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • AlphaCore Capital sold 4,183 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $97K.
  • AlphaCore Capital first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 3 quarters.
  • AlphaCore Capital's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $97K in Q3 2023.
  • 103 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on AlphaCore Capital's 13F filing for Q4 2023, filed 13 Feb 2024.