Bedel Financial Consulting’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-1,486	Closed	-$39K	–	813
2022 Q1	$39K	Hold	1,486	–	–	0.01%	434
2021 Q4	$39K	Hold	1,486	–	–	0.01%	444
2021 Q3	$39K	Hold	1,486	–	–	0.01%	418
2021 Q2	$39K	Hold	1,486	–	–	0.01%	419
2021 Q1	$39K	Hold	1,486	–	–	0.02%	400
2020 Q4	$39K	Hold	1,486	–	–	0.02%	348
2020 Q3	$38K	Hold	1,486	–	–	0.02%	340
2020 Q2	$38K	Hold	1,486	–	–	0.02%	312
2020 Q1	$37K	Hold	1,486	–	–	0.02%	300
2019 Q4	$37K	Buy	1,486 +702	+90%	+$17.3K	0.02%	328
2019 Q3	$19K	Buy	+784	New	+$19.3K	0.01%	403

Other funds holding TDTT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bedel Financial Consulting's TDTT Position: Q2 2022 in Review

Bedel Financial Consulting sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2022, closing a stake of 1,486 shares — an estimated $39K sold.

Bedel Financial Consulting first reported a position in TDTT in Q3 2019 and held it in 11 quarters. The position peaked at $39K in Q1 2022. 112 funds tracked by Wall St. Rank hold TDTT as of Q2 2022.

Bedel Financial Consulting reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,486 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2022, an estimated $39K.
Bedel Financial Consulting first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2019 and held it in 11 quarters.
Bedel Financial Consulting's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $39K in Q1 2022.
112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.