FMA Advisory’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

FMA Advisory’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
2021 Q3	$256K	Buy	+9,718	New	+$257K	0.1%	128

Other funds holding TDTT

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FMA Advisory's TDTT Position: Q3 2021 in Review

FMA Advisory opened a new position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q3 2021: 9,718 shares worth $256K. The stake represents 0.1% of the portfolio and ranks #128 among its holdings.

86 funds tracked by Wall St. Rank hold TDTT as of Q3 2021.

FMA Advisory held 9,718 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $256K as of Q3 2021.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF was a new FMA Advisory position in Q3 2021.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.1% of FMA Advisory's portfolio in Q3 2021, its #128 holding.
86 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.