APW
TDTT icon

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

Atlantic Private Wealth’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
2024
Q2 		– Sell
-1,950
Closed -$46.3K – 114
2024
Q1 		$46.3K Buy
+1,950
New +$46.1K 0.04% 69

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 $516M AUM 16.62% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Atlantic Private Wealth's TDTT Position: Q2 2024 in Review

Atlantic Private Wealth sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2024, closing a stake of 1,950 shares — an estimated $46.3K sold.

Atlantic Private Wealth first reported a position in TDTT in Q1 2024 and held it in 1 quarter. The position peaked at $46.3K in Q1 2024. 106 funds tracked by Wall St. Rank hold TDTT as of Q2 2024.

  • Atlantic Private Wealth reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2024 after selling out during the quarter.
  • Atlantic Private Wealth sold 1,950 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2024, an estimated $46.3K.
  • Atlantic Private Wealth first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2024 and held it in 1 quarter.
  • Atlantic Private Wealth's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $46.3K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2024.

Based on Atlantic Private Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.