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Global Trust Asset Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Global Trust Asset Management’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
2020
Q1 		– Sell
-2,574
Closed -$64K – 421
2019
Q4 		$64K Buy
2,574
+298
+13% +$7.33K 0.04% 214
2019
Q3 		$56K Hold
2,276
– – 0.04% 190
2019
Q2 		$56K Hold
2,276
– – 0.04% 213
2019
Q1 		$55K Buy
2,276
+19
+0.8% +$457 0.04% 203
2018
Q4 		$54K Buy
2,257
+342
+18% +$8.14K 0.05% 182
2018
Q3 		$46K Hold
1,915
– – 0.03% 218
2018
Q2 		$47K Hold
1,915
– – 0.04% 205
2018
Q1 		$47K Buy
1,915
+849
+80% +$20.6K 0.04% 200
2017
Q4 		$26K Buy
+1,066
New +$26.1K 0.02% 246

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Trust Asset Management's TDTT Position: Q1 2020 in Review

Global Trust Asset Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2020, closing a stake of 2,574 shares — an estimated $64K sold.

Global Trust Asset Management first reported a position in TDTT in Q4 2017 and held it in 9 quarters. The position peaked at $64K in Q4 2019. 68 funds tracked by Wall St. Rank hold TDTT as of Q1 2020.

  • Global Trust Asset Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2020 after selling out during the quarter.
  • Global Trust Asset Management sold 2,574 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2020, an estimated $64K.
  • Global Trust Asset Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2017 and held it in 9 quarters.
  • Global Trust Asset Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $64K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2020.

Based on Global Trust Asset Management's 13F filing for Q1 2020, filed 6 Apr 2020.