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Buckingham Strategic Wealth’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Buckingham Strategic Wealth’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
2022
Q2 		– Sell
-7,727
Closed -$200K – 651
2022
Q1 		$200K Sell
7,727
-280
-3% -$7.3K ﹤0.01% 570
2021
Q4 		$211K Buy
+8,007
New +$211K ﹤0.01% 554

Other funds holding TDTT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth's TDTT Position: Q2 2022 in Review

Buckingham Strategic Wealth sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2022, closing a stake of 7,727 shares — an estimated $200K sold.

Buckingham Strategic Wealth first reported a position in TDTT in Q4 2021 and held it in 2 quarters. The position peaked at $211K in Q4 2021. 112 funds tracked by Wall St. Rank hold TDTT as of Q2 2022.

  • Buckingham Strategic Wealth reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 7,727 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2022, an estimated $200K.
  • Buckingham Strategic Wealth first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2021 and held it in 2 quarters.
  • Buckingham Strategic Wealth's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $211K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.