Franklin Resources
TDTT icon

Franklin Resources’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Franklin Resources’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
2024
Q2 		– Sell
-4,181
Closed -$99.3K – 2968
2024
Q1 		$99.3K Sell
4,181
-16,403
-80% -$388K ﹤0.01% 2713
2023
Q4 		$486K Buy
+20,584
New +$479K ﹤0.01% 1955

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BIA
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WPA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Franklin Resources's TDTT Position: Q2 2024 in Review

Franklin Resources sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2024, closing a stake of 4,181 shares — an estimated $99.3K sold.

Franklin Resources first reported a position in TDTT in Q4 2023 and held it in 2 quarters. The position peaked at $486K in Q4 2023. 106 funds tracked by Wall St. Rank hold TDTT as of Q2 2024.

  • Franklin Resources reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2024 after selling out during the quarter.
  • Franklin Resources sold 4,181 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2024, an estimated $99.3K.
  • Franklin Resources first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2023 and held it in 2 quarters.
  • Franklin Resources's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $486K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2024.

Based on Franklin Resources's 13F filing for Q2 2024, filed 14 Aug 2024.