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B. Riley Wealth Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

B. Riley Wealth Advisors’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
Q4 		$788K Sell
33,419
-2,461
-7% -$58.5K 0.03% 531
2024
Q3 		$863K Sell
35,880
-976
-3% -$23.2K 0.02% 542
2024
Q2 		$869K Buy
+36,856
New +$867K 0.02% 585
2024
Q1 		– Sell
-24,803
Closed -$586K – 1515
2023
Q4 		$586K Buy
+24,803
New +$578K 0.02% 737

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
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

B. Riley Wealth Advisors's TDTT Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 6.9% in Q4 2024, selling an estimated $58.5K and leaving 33,419 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #531.

B. Riley Wealth Advisors first reported a position in TDTT in Q4 2023 and has held it in 4 quarters since. The position peaked at $869K in Q2 2024. 101 funds tracked by Wall St. Rank hold TDTT as of Q4 2024.

  • B. Riley Wealth Advisors held 33,419 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $788K as of Q4 2024.
  • B. Riley Wealth Advisors sold 2,461 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2024, an estimated $58.5K.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.03% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #531 holding.
  • B. Riley Wealth Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2023 and has held it in 4 quarters since.
  • B. Riley Wealth Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $869K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.