GI
TDTF icon

Gradient Investments’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Gradient Investments’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-84
Closed -$1.97K – 1176
2024
Q2 		$1.97K Buy
+84
New +$1.96K ﹤0.01% 991

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Gradient Investments's TDTF Position: Q3 2024 in Review

Gradient Investments sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2024, closing a stake of 84 shares — an estimated $1.97K sold.

Gradient Investments first reported a position in TDTF in Q2 2024 and held it in 1 quarter. The position peaked at $1.97K in Q2 2024. 55 funds tracked by Wall St. Rank hold TDTF as of Q3 2024.

  • Gradient Investments reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 84 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2024, an estimated $1.97K.
  • Gradient Investments first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1.97K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.