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

Fiducient Advisors’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 Q3	–	Sell	-37,653	Closed	-$888K	–	163
2024 Q2	$888K	Hold	37,653	–	–	0.12%	69
2024 Q1	$894K	Buy	37,653 +3,332	+10%	+$78.7K	0.18%	57
2023 Q4	$811K	Buy	34,321 +17,381	+103%	+$405K	0.15%	55
2023 Q3	$393K	Hold	16,940	–	–	0.02%	79
2023 Q2	$399K	Hold	16,940	–	–	0.12%	39
2023 Q1	$409K	Hold	16,940	–	–	0.13%	36
2022 Q4	$398K	Sell	16,940 -4,541	-21%	-$107K	0.12%	106
2022 Q3	$502K	Sell	21,481 -4,531	-17%	-$111K	0.24%	31
2022 Q2	$645K	Buy	26,012 +216	+0.8%	+$5.48K	0.24%	37
2022 Q1	$668K	Buy	+25,796	New	+$673K	0.25%	29

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

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

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

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

Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return

CNBT

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

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Fiducient Advisors's TDTT Position: Q3 2024 in Review

Fiducient Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2024, closing a stake of 37,653 shares — an estimated $888K sold.

Fiducient Advisors first reported a position in TDTT in Q1 2022 and held it in 10 quarters. The position peaked at $894K in Q1 2024. 95 funds tracked by Wall St. Rank hold TDTT as of Q3 2024.

Fiducient Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2024 after selling out during the quarter.
Fiducient Advisors sold 37,653 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2024, an estimated $888K.
Fiducient Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2022 and held it in 10 quarters.
Fiducient Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $894K in Q1 2024.
95 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2024.

Based on Fiducient Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.