EisnerAmper Wealth Management Corporate Benefits’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	-50,841	Closed	-$1.2M	–	58
2022 Q4	$1.2M	Buy	+50,841	New	+$1.2M	0.61%	32

Other funds holding TDTT

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's TDTT Position: Q1 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2023, closing a stake of 50,841 shares — an estimated $1.2M sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in TDTT in Q4 2022 and held it in 1 quarter. The position peaked at $1.2M in Q4 2022. 119 funds tracked by Wall St. Rank hold TDTT as of Q1 2023.

EisnerAmper Wealth Management Corporate Benefits reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2023 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 50,841 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2023, an estimated $1.2M.
EisnerAmper Wealth Management Corporate Benefits first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2022 and held it in 1 quarter.
EisnerAmper Wealth Management Corporate Benefits's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $1.2M 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 EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q1 2023, filed 4 Apr 2023.