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Deane Retirement Strategies’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Deane Retirement Strategies’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
Q4 		– Sell
-155,883
Closed -$3.75M – 82
2024
Q3 		$3.75M Sell
155,883
-430
-0.3% -$10.2K 1.83% 17
2024
Q2 		$3.66M Buy
+156,313
New +$3.68M 1.88% 20

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
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Deane Retirement Strategies's TDTT Position: Q4 2024 in Review

Deane Retirement Strategies sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2024, closing a stake of 155,883 shares — an estimated $3.75M sold.

Deane Retirement Strategies first reported a position in TDTT in Q2 2024 and held it in 2 quarters. The position peaked at $3.75M in Q3 2024. 101 funds tracked by Wall St. Rank hold TDTT as of Q4 2024.

  • Deane Retirement Strategies reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2024 after selling out during the quarter.
  • Deane Retirement Strategies sold 155,883 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2024, an estimated $3.75M.
  • Deane Retirement Strategies first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2024 and held it in 2 quarters.
  • Deane Retirement Strategies's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $3.75M in Q3 2024.
  • 101 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2024.

Based on Deane Retirement Strategies's 13F filing for Q4 2024, filed 23 Jan 2025.