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

First Foundation 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
2022
Q4 		– Sell
-13,590
Closed -$318K – 419
2022
Q3 		$318K Buy
+13,590
New +$334K 0.02% 283

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Foundation Advisors's TDTT Position: Q4 2022 in Review

First Foundation Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2022, closing a stake of 13,590 shares — an estimated $318K sold.

First Foundation Advisors first reported a position in TDTT in Q3 2022 and held it in 1 quarter. The position peaked at $318K in Q3 2022. 120 funds tracked by Wall St. Rank hold TDTT as of Q4 2022.

  • First Foundation Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2022 after selling out during the quarter.
  • First Foundation Advisors sold 13,590 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2022, an estimated $318K.
  • First Foundation Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2022 and held it in 1 quarter.
  • First Foundation Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $318K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2022.

Based on First Foundation Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.