Benedetti & Gucer’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Benedetti & Gucer’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
2023 Q1	–	Sell	-108,162	Closed	-$2.54M	–	157
2022 Q4	$2.54M	Hold	108,162	–	–	1.86%	8
2022 Q3	$2.53M	Sell	108,162 -800	-0.7%	-$19.6K	1.99%	7
2022 Q2	$2.7M	Sell	108,962 -15	-0%	-$381	1.83%	13
2022 Q1	$2.82M	Buy	+108,977	New	+$2.84M	1.89%	11

Other funds holding TDTT

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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

CNBT

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

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

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Benedetti & Gucer sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2023, closing a stake of 108,162 shares — an estimated $2.54M sold.

Benedetti & Gucer first reported a position in TDTT in Q1 2022 and held it in 4 quarters. The position peaked at $2.82M in Q1 2022. 119 funds tracked by Wall St. Rank hold TDTT as of Q1 2023.

Benedetti & Gucer reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2023 after selling out during the quarter.
Benedetti & Gucer sold 108,162 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2023, an estimated $2.54M.
Benedetti & Gucer first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2022 and held it in 4 quarters.
Benedetti & Gucer's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $2.82M in Q1 2022.
119 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2023.

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