DC
TDTT icon

Derby & Company’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Derby & Company’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
Q1 		– Sell
-20,356
Closed -$496K – 43
2017
Q4 		$496K Buy
+20,356
New +$499K 0.33% 23

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

Derby & Company's TDTT Position: Q1 2018 in Review

Derby & Company sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q1 2018, closing a stake of 20,356 shares — an estimated $496K sold.

Derby & Company first reported a position in TDTT in Q4 2017 and held it in 1 quarter. The position peaked at $496K in Q4 2017. 60 funds tracked by Wall St. Rank hold TDTT as of Q1 2018.

  • Derby & Company reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2018 after selling out during the quarter.
  • Derby & Company sold 20,356 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2018, an estimated $496K.
  • Derby & Company first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2017 and held it in 1 quarter.
  • Derby & Company's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $496K in Q4 2017.
  • 60 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2018.

Based on Derby & Company's 13F filing for Q1 2018, filed 21 May 2018.