AAS
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Avantax Advisory Services’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Avantax Advisory 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
2020
Q2 		– Sell
-28,753
Closed -$707K – 893
2020
Q1 		$707K Buy
28,753
+6,000
+26% +$148K 0.02% 358
2019
Q4 		$563K Sell
22,753
-1,570
-6% -$38.6K 0.01% 438
2019
Q3 		$597K Buy
+24,323
New +$599K 0.02% 292

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's TDTT Position: Q2 2020 in Review

Avantax Advisory Services sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2020, closing a stake of 28,753 shares — an estimated $707K sold.

Avantax Advisory Services first reported a position in TDTT in Q3 2019 and held it in 3 quarters. The position peaked at $707K in Q1 2020. 65 funds tracked by Wall St. Rank hold TDTT as of Q2 2020.

  • Avantax Advisory Services reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 28,753 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2020, an estimated $707K.
  • Avantax Advisory Services first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2019 and held it in 3 quarters.
  • Avantax Advisory Services's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $707K in Q1 2020.
  • 65 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2020.

Based on Avantax Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.