CP
TDTT icon

Castleview Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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 Sell
1,263
-17,390
-93% -$454K 0.02% 393
2021
Q4 		$709 Buy
+18,653
New +$492K 0.01% 451

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 $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Castleview Partners's TDTT Position: Q3 2022 in Review

Castleview Partners sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (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 Q4 2021 and held it in 3 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 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 1,508 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2022, an estimated $62.8K.
  • Castleview Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2021 and held it in 3 quarters.
  • Castleview Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $62.8K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2022.

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