Catamount Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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 $2.07B AUM 13.46% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HFA

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

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

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

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