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Clean Yield Group’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Clean Yield Group’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
2024
Q3 		– Sell
-200
Closed -$4.72K – 491
2024
Q2 		$4.72K Buy
+200
New +$4.71K ﹤0.01% 331
2020
Q2 		– Sell
-900
Closed -$22K – 385
2020
Q1 		$22K Buy
+900
New +$22.2K 0.01% 268

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Clean Yield Group's TDTT Position: Q3 2024 in Review

Clean Yield Group sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2024, closing a stake of 200 shares — an estimated $4.72K sold.

Clean Yield Group first reported a position in TDTT in Q1 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2020. 95 funds tracked by Wall St. Rank hold TDTT as of Q3 2024.

  • Clean Yield Group reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2024 after selling out during the quarter.
  • Clean Yield Group sold 200 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2024, an estimated $4.72K.
  • Clean Yield Group first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2020 and held it in 2 quarters.
  • Clean Yield Group's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $22K in Q1 2020.
  • 95 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2024.

Based on Clean Yield Group's 13F filing for Q3 2024, filed 7 Oct 2024.