FMA Advisory’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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 $639M AUM 13.28% 1-Year Est. Return

WPA

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

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

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

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FMA Advisory's TDTT Position: Q3 2021 in Review

FMA Advisory opened a new position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $256K as of Q3 2021.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund was a new FMA Advisory position in Q3 2021.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.1% of FMA Advisory's portfolio in Q3 2021, its #128 holding.
86 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2021.

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