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Castleview Partners’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Castleview Partners’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
Q3 		– Sell
-1,508
Closed -$62.8K – 754
2022
Q2 		$62.8K Buy
1,508
+245
+19% +$6.22K 0.05% 271
2022
Q1 		$32K Buy
+1,263
New +$32.9K 0.02% 393

Other funds holding TDTT

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Castleview Partners's TDTT Position: Q3 2022 in Review

Castleview Partners sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q3 2022, closing a stake of 1,508 shares — an estimated $62.8K sold.

Castleview Partners first reported a position in TDTT in Q1 2022 and held it in 2 quarters. The position peaked at $62.8K in Q2 2022. 116 funds tracked by Wall St. Rank hold TDTT as of Q3 2022.

  • Castleview Partners reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 1,508 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2022, an estimated $62.8K.
  • Castleview Partners first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q1 2022 and held it in 2 quarters.
  • Castleview Partners's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $62.8K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.