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Gradient Investments’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 $860B AUM 41.15% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Gradient Investments's TDTF Position: Q3 2024 in Review

Gradient Investments sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 84 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2024, an estimated $1.97K.
  • Gradient Investments first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $1.97K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2024.

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