ACM
TDTT icon

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

Arcataur Capital Management’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
-8,878
Closed -$206K – 99
2023
Q3 		$206K Sell
8,878
-200
-2% -$4.67K 0.09% 92
2023
Q2 		$214K Buy
+9,078
New +$216K 0.09% 92

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

Arcataur Capital Management's TDTT Position: Q4 2023 in Review

Arcataur Capital Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2023, closing a stake of 8,878 shares — an estimated $206K sold.

Arcataur Capital Management first reported a position in TDTT in Q2 2023 and held it in 2 quarters. The position peaked at $214K in Q2 2023. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2023.

  • Arcataur Capital Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • Arcataur Capital Management sold 8,878 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $206K.
  • Arcataur Capital Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2023 and held it in 2 quarters.
  • Arcataur Capital Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $214K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on Arcataur Capital Management's 13F filing for Q4 2023, filed 7 Feb 2024.