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Benjamin F. Edwards & Company’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-400
Closed -$10K – 1842
2023
Q1 		$10K Hold
400
– – ﹤0.01% 1417
2022
Q4 		$9K Hold
400
– – ﹤0.01% 1459
2022
Q3 		$9K Hold
400
– – ﹤0.01% 1417
2022
Q2 		$10K Buy
+400
New +$10.1K ﹤0.01% 1390

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WPA
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KA
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Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benjamin F. Edwards & Company's TDTT Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2023, closing a stake of 400 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in TDTT in Q2 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2023. 110 funds tracked by Wall St. Rank hold TDTT as of Q2 2023.

  • Benjamin F. Edwards & Company reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 400 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2023, an estimated $10K.
  • Benjamin F. Edwards & Company first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2022 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $10K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.