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Atria Investments’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Atria Investments’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-149,436
Closed -$3.43M – 943
2023
Q3 		$3.43M Buy
+149,436
New +$3.49M 0.06% 384

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Investments's TDTF Position: Q4 2023 in Review

Atria Investments sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2023, closing a stake of 149,436 shares — an estimated $3.43M sold.

Atria Investments first reported a position in TDTF in Q3 2023 and held it in 1 quarter. The position peaked at $3.43M in Q3 2023. 72 funds tracked by Wall St. Rank hold TDTF as of Q4 2023.

  • Atria Investments reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • Atria Investments sold 149,436 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $3.43M.
  • Atria Investments first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2023 and held it in 1 quarter.
  • Atria Investments's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $3.43M in Q3 2023.
  • 72 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on Atria Investments's 13F filing for Q4 2023, filed 14 Feb 2024.