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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-130
Closed -$3.14K – 320
2023
Q1 		$3.14K Buy
+130
New +$3.09K ﹤0.01% 263

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KA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 22.96% 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 $1.37T AUM 24.88% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TDTT Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2023, closing a stake of 130 shares — an estimated $3.14K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TDTT in Q1 2023 and held it in 1 quarter. The position peaked at $3.14K in Q1 2023. 110 funds tracked by Wall St. Rank hold TDTT as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 130 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2023, an estimated $3.14K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $3.14K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.