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Continuum Advisory’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Continuum Advisory’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
2023
Q1 		– Sell
-13,614
Closed -$320K – 446
2022
Q4 		$320K Buy
+13,614
New +$321K 0.06% 336

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 $596M AUM 22.29% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Continuum Advisory's TDTT Position: Q1 2023 in Review

Continuum Advisory sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2023, closing a stake of 13,614 shares — an estimated $320K sold.

Continuum Advisory first reported a position in TDTT in Q4 2022 and held it in 1 quarter. The position peaked at $320K in Q4 2022. 119 funds tracked by Wall St. Rank hold TDTT as of Q1 2023.

  • Continuum Advisory reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2023 after selling out during the quarter.
  • Continuum Advisory sold 13,614 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2023, an estimated $320K.
  • Continuum Advisory first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2022 and held it in 1 quarter.
  • Continuum Advisory's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $320K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2023.

Based on Continuum Advisory's 13F filing for Q1 2023, filed 12 May 2023.