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Benedetti & Gucer’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Benedetti & Gucer’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
Q1 		– Sell
-105,222
Closed -$2.48M – 156
2022
Q4 		$2.48M Sell
105,222
-300
-0.3% -$7.12K 1.82% 9
2022
Q3 		$2.47M Sell
105,522
-800
-0.8% -$20.1K 1.94% 9
2022
Q2 		$2.68M Sell
106,322
-2,175
-2% -$56.7K 1.81% 14
2022
Q1 		$2.94M Buy
+108,497
New +$2.98M 1.97% 10

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

Benedetti & Gucer's TDTF Position: Q1 2023 in Review

Benedetti & Gucer sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q1 2023, closing a stake of 105,222 shares — an estimated $2.48M sold.

Benedetti & Gucer first reported a position in TDTF in Q1 2022 and held it in 4 quarters. The position peaked at $2.94M in Q1 2022. 64 funds tracked by Wall St. Rank hold TDTF as of Q1 2023.

  • Benedetti & Gucer reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Benedetti & Gucer sold 105,222 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q1 2023, an estimated $2.48M.
  • Benedetti & Gucer first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2022 and held it in 4 quarters.
  • Benedetti & Gucer's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $2.94M in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q1 2023.

Based on Benedetti & Gucer's 13F filing for Q1 2023, filed 27 Apr 2023.