Cedar Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Cedar 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
2022 Q2	–	Sell	-1,105	Closed	-$29K	–	371
2022 Q1	$29K	Hold	1,105	–	–	0.01%	223
2021 Q4	$29K	Hold	1,105	–	–	0.01%	221
2021 Q3	$29K	Hold	1,105	–	–	0.01%	185
2021 Q2	$29K	Hold	1,105	–	–	0.01%	193
2021 Q1	$29K	Hold	1,105	–	–	0.01%	178
2020 Q4	$29K	Sell	1,105 -300	-21%	-$7.75K	0.02%	156
2020 Q3	$36K	Hold	1,405	–	–	0.02%	142
2020 Q2	$36K	Hold	1,405	–	–	0.02%	140
2020 Q1	$35K	Buy	+1,405	New	+$34.7K	0.02%	138
2019 Q4	–	Sell	-4,366	Closed	-$107K	–	184
2019 Q3	$107K	Hold	4,366	–	–	0.07%	79
2019 Q2	$108K	Hold	4,366	–	–	0.07%	87
2019 Q1	$106K	Hold	4,366	–	–	0.07%	88
2018 Q4	$104K	Hold	4,366	–	–	0.07%	75
2018 Q3	$105K	Hold	4,366	–	–	0.06%	78
2018 Q2	$106K	Hold	4,366	–	–	0.06%	66
2018 Q1	$106K	Hold	4,366	–	–	0.07%	76
2017 Q4	$106K	Sell	4,366 -400	-8%	-$9.8K	0.06%	74
2017 Q3	$117K	Hold	4,766	–	–	0.07%	72
2017 Q2	$117K	Hold	4,766	–	–	0.08%	69
2017 Q1	$119K	Hold	4,766	–	–	0.07%	67
2016 Q4	$118K	Buy	4,766 +400	+9%	+$9.89K	0.08%	69
2016 Q3	$108K	Hold	4,366	–	–	0.07%	53
2016 Q2	$109K	Hold	4,366	–	–	0.07%	65
2016 Q1	$108K	Hold	4,366	–	–	0.07%	46
2015 Q4	$106K	Buy	+4,366	New	+$106K	0.09%	15

Other funds holding TDTT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Wealth Management's TDTT Position: Q2 2022 in Review

Cedar Wealth Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2022, closing a stake of 1,105 shares — an estimated $29K sold.

Cedar Wealth Management first reported a position in TDTT in Q4 2015 and held it in 25 quarters. The position peaked at $119K in Q1 2017. 112 funds tracked by Wall St. Rank hold TDTT as of Q2 2022.

Cedar Wealth Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2022 after selling out during the quarter.
Cedar Wealth Management sold 1,105 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2022, an estimated $29K.
Cedar Wealth Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2015 and held it in 25 quarters.
Cedar Wealth Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $119K in Q1 2017.
112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2022.

Based on Cedar Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.