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Boston Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Boston Advisors’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
2019
Q3 		$683K Buy
27,770
+5,371
+24% +$132K 0.04% 425
2019
Q2 		$553K Buy
22,399
+4,319
+24% +$106K 0.03% 463
2019
Q1 		$440K Buy
18,080
+2,050
+13% +$49.3K 0.02% 492
2018
Q4 		$382K Buy
+16,030
New +$382K 0.02% 493

Other funds holding TDTT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Advisors's TDTT Position: Q3 2019 in Review

Boston Advisors increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 24% in Q3 2019, buying an estimated $132K and bringing the position to 27,770 shares worth $683K. The position accounts for 0.04% of the portfolio, ranked #425.

Boston Advisors first reported a position in TDTT in Q4 2018 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold TDTT as of Q3 2019.

  • Boston Advisors held 27,770 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $683K as of Q3 2019.
  • Boston Advisors bought 5,371 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2019, an estimated $132K.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #425 holding.
  • Boston Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2018 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.