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Colonial River Investments’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Colonial River Investments’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
Q1 		– Sell
-10,561
Closed -$249K – 215
2023
Q4 		$249K Sell
10,561
-15,987
-60% -$372K 0.15% 160
2023
Q3 		$616K Sell
26,548
-9,854
-27% -$230K 0.4% 74
2023
Q2 		$857K Sell
36,402
-612
-2% -$14.6K 0.56% 46
2023
Q1 		$895K Buy
37,014
+13,347
+56% +$317K 0.52% 54
2022
Q4 		$557K Sell
23,667
-3,441
-13% -$81.2K 0.36% 76
2022
Q3 		$634K Buy
27,108
+2,606
+11% +$64K 0.44% 69
2022
Q2 		$608K Buy
+24,502
New +$622K 0.4% 71

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BIA
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WPA
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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Colonial River Investments's TDTT Position: Q1 2024 in Review

Colonial River Investments sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2024, closing a stake of 10,561 shares — an estimated $249K sold.

Colonial River Investments first reported a position in TDTT in Q2 2022 and held it in 7 quarters. The position peaked at $895K in Q1 2023. 93 funds tracked by Wall St. Rank hold TDTT as of Q1 2024.

  • Colonial River Investments reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2024 after selling out during the quarter.
  • Colonial River Investments sold 10,561 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2024, an estimated $249K.
  • Colonial River Investments first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2022 and held it in 7 quarters.
  • Colonial River Investments's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $895K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2024.

Based on Colonial River Investments's 13F filing for Q1 2024, filed 10 May 2024.