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

BDO 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
2017
Q3 		– Sell
-788
Closed -$19K – 534
2017
Q2 		$19K Buy
+788
New +$19.5K 0.01% 310

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BDO Wealth Advisors's TDTT Position: Q3 2017 in Review

BDO Wealth Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2017, closing a stake of 788 shares — an estimated $19K sold.

BDO Wealth Advisors first reported a position in TDTT in Q2 2017 and held it in 1 quarter. The position peaked at $19K in Q2 2017. 54 funds tracked by Wall St. Rank hold TDTT as of Q3 2017.

  • BDO Wealth Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 788 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2017, an estimated $19K.
  • BDO Wealth Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $19K in Q2 2017.
  • 54 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.