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Capstone Financial Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Capstone Financial 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
2018
Q2 		– Sell
-15,555
Closed -$379K – 92
2018
Q1 		$379K Buy
+15,555
New +$378K 0.13% 40

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Capstone Financial Advisors's TDTT Position: Q2 2018 in Review

Capstone Financial Advisors sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q2 2018, closing a stake of 15,555 shares — an estimated $379K sold.

Capstone Financial Advisors first reported a position in TDTT in Q1 2018 and held it in 1 quarter. The position peaked at $379K in Q1 2018. 58 funds tracked by Wall St. Rank hold TDTT as of Q2 2018.

  • Capstone Financial Advisors reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q2 2018 after selling out during the quarter.
  • Capstone Financial Advisors sold 15,555 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2018, an estimated $379K.
  • Capstone Financial Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q1 2018 and held it in 1 quarter.
  • Capstone Financial Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $379K in Q1 2018.
  • 58 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2018.

Based on Capstone Financial Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.