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Dowling & Yahnke’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-3,198
Closed -$79K – 371
2019
Q4 		$79K Buy
+3,198
New +$78.7K 0.01% 307

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dowling & Yahnke's TDTT Position: Q1 2020 in Review

Dowling & Yahnke sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2020, closing a stake of 3,198 shares — an estimated $79K sold.

Dowling & Yahnke first reported a position in TDTT in Q4 2019 and held it in 1 quarter. The position peaked at $79K in Q4 2019. 68 funds tracked by Wall St. Rank hold TDTT as of Q1 2020.

  • Dowling & Yahnke reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 3,198 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2020, an estimated $79K.
  • Dowling & Yahnke first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $79K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.