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Financial Management Professionals’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Financial Management Professionals’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
Q2 		– Sell
-70
Closed -$2K – 1104
2023
Q1 		$2K Hold
70
– – ﹤0.01% 822
2022
Q4 		$2K Hold
70
– – ﹤0.01% 768
2022
Q3 		$2K Hold
70
– – ﹤0.01% 775
2022
Q2 		$2K Hold
70
– – ﹤0.01% 778
2022
Q1 		$2K Hold
70
– – ﹤0.01% 816
2021
Q4 		$2K Buy
+70
New +$1.84K ﹤0.01% 754

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Management Professionals's TDTT Position: Q2 2023 in Review

Financial Management Professionals sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q2 2023, closing a stake of 70 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in TDTT in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2023. 110 funds tracked by Wall St. Rank hold TDTT as of Q2 2023.

  • Financial Management Professionals reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 70 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2023, an estimated $2K.
  • Financial Management Professionals first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2021 and held it in 6 quarters.
  • Financial Management Professionals's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $2K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.