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Boston Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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 $2.35B AUM 17.18% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boston Advisors's TDTT Position: Q3 2019 in Review

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

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