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Annapolis Financial Services’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Annapolis Financial Services’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
Q3 		– Sell
-666
Closed -$15.7K – 499
2023
Q2 		$15.7K Buy
+666
New +$15.9K ﹤0.01% 296

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Annapolis Financial Services's TDTT Position: Q3 2023 in Review

Annapolis Financial Services sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2023, closing a stake of 666 shares — an estimated $15.7K sold.

Annapolis Financial Services first reported a position in TDTT in Q2 2023 and held it in 1 quarter. The position peaked at $15.7K in Q2 2023. 102 funds tracked by Wall St. Rank hold TDTT as of Q3 2023.

  • Annapolis Financial Services reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 666 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2023, an estimated $15.7K.
  • Annapolis Financial Services first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2023 and held it in 1 quarter.
  • Annapolis Financial Services's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $15.7K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2023.

Based on Annapolis Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.