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CLA (CliftonLarsonAllen) Wealth Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2018
Q4 		– Sell
-14,591
Closed -$349K – 140
2018
Q3 		$349K Buy
+14,591
New +$351K 0.03% 115
2015
Q2 		– Sell
-278,939
Closed -$6.8M – 170
2015
Q1 		$6.8M Sell
278,939
-6,258
-2% -$153K 1.51% 13
2014
Q4 		$6.93M Sell
285,197
-21,630
-7% -$533K 1.5% 13
2014
Q3 		$7.58M Sell
306,827
-17,083
-5% -$427K 1.62% 14
2014
Q2 		$8.18M Sell
323,910
-3,077
-0.9% -$77.2K 1.61% 16
2014
Q1 		$8.15M Sell
326,987
-5,257
-2% -$131K 1.8% 13
2013
Q4 		$8.28M Sell
332,244
-10,084
-3% -$252K 2.07% 12
2013
Q3 		$8.54M Buy
342,328
+247,171
+260% +$6.17M 2.32% 11
2013
Q2 		$2.36M Buy
+95,157
New +$2.4M 6.47% 6

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 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
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's TDTT Position: Q4 2018 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q4 2018, closing a stake of 14,591 shares — an estimated $349K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in TDTT in Q2 2013 and held it in 9 quarters. The position peaked at $8.54M in Q3 2013. 68 funds tracked by Wall St. Rank hold TDTT as of Q4 2018.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 14,591 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2018, an estimated $349K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2013 and held it in 9 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $8.54M in Q3 2013.
  • 68 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2018.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.