Catamount Wealth Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Catamount Wealth Management’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 Q1	$23K	Hold	960	–	–	0.01%	110
2018 Q4	$23K	Hold	960	–	–	0.02%	96
2018 Q3	$23K	Hold	960	–	–	0.01%	116
2018 Q2	$23K	Hold	960	–	–	0.01%	108
2018 Q1	$23K	Hold	960	–	–	0.01%	109
2017 Q4	$23K	Hold	960	–	–	0.01%	110
2017 Q3	$24K	Hold	960	–	–	0.01%	110
2017 Q2	$24K	Hold	960	–	–	0.01%	109
2017 Q1	$24K	Hold	960	–	–	0.02%	107
2016 Q4	$24K	Hold	960	–	–	0.02%	94
2016 Q3	$24K	Buy	+960	New	+$23.8K	0.02%	92

Other funds holding TDTT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HFA

HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return

Catamount Wealth Management's TDTT Position: Q1 2019 in Review

Catamount Wealth Management held its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) position steady in Q1 2019 at 960 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #110.

Catamount Wealth Management first reported a position in TDTT in Q3 2016 and has held it in 11 quarters since. The position peaked at $24K in Q3 2017. 68 funds tracked by Wall St. Rank hold TDTT as of Q1 2019.

Catamount Wealth Management held 960 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $23K as of Q1 2019.
Catamount Wealth Management left its Northern Trust iBoxx 3-Year Target Duration TIPS ETF share count unchanged in Q1 2019.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #110 holding.
Catamount Wealth Management first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2016 and has held it in 11 quarters since.
Catamount Wealth Management's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $24K in Q3 2017.
68 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.