GI
TDTT icon

Gradient Investments’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Gradient Investments’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
-1
Closed -$26 – 1473
2024
Q1 		$26 Buy
+1
New +$24 ﹤0.01% 1176
2023
Q4 		– Hold
0
– – – 1828
2023
Q3 		– Hold
0
– – – 1803
2023
Q2 		– Hold
0
– – – 1767
2023
Q1 		– Hold
0
– – – 1501
2022
Q4 		– Hold
0
– – – 1492
2022
Q3 		– Sell
-19
Closed -$466 – 1535
2022
Q2 		$0 Buy
+19
New +$482 ﹤0.01% 1379
2018
Q4 		– Sell
-304
Closed -$7K – 1083
2018
Q3 		$7K Buy
+304
New +$7.32K ﹤0.01% 694

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Gradient Investments's TDTT Position: Q2 2024 in Review

Gradient Investments sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q2 2024, closing a stake of 1 share — an estimated $26 sold.

Gradient Investments first reported a position in TDTT in Q3 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 106 funds tracked by Wall St. Rank hold TDTT as of Q2 2024.

  • Gradient Investments reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Northern Trust iBoxx 3-Year Target Duration TIPS ETF share in Q2 2024, an estimated $26.
  • Gradient Investments first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2018 and held it in 3 quarters.
  • Gradient Investments's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $7K in Q3 2018.
  • 106 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.