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Benedetti & Gucer’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SL
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 Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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. 120 funds tracked by Wall St. Rank hold TDTT as of Q1 2023.

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

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