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HC Financial Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

HC Financial Advisors’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
2022
Q2 		$84K Hold
3,388
– – 0.06% 105
2022
Q1 		$88K Hold
3,388
– – 0.05% 108
2021
Q4 		$89K Sell
3,388
-100
-3% -$2.64K 0.05% 109
2021
Q3 		$92K Hold
3,488
– – 0.06% 98
2021
Q2 		$92K Hold
3,488
– – 0.05% 102
2021
Q1 		$92K Sell
3,488
-1,080
-24% -$28.4K 0.06% 103
2020
Q4 		$119K Sell
4,568
-1,087
-19% -$28.1K 0.08% 98
2020
Q3 		$146K Sell
5,655
-1,004
-15% -$25.8K 0.1% 78
2020
Q2 		$168K Sell
6,659
-11,189
-63% -$280K 0.13% 68
2020
Q1 		$439K Sell
17,848
-113,996
-86% -$2.81M 0.39% 60
2019
Q4 		$3.26M Sell
131,844
-17,084
-11% -$420K 2.56% 9
2019
Q3 		$3.66M Sell
148,928
-27,103
-15% -$667K 3.14% 7
2019
Q2 		$4.35M Buy
176,031
+5,069
+3% +$124K 4.34% 3
2019
Q1 		$4.16M Sell
170,962
-16,513
-9% -$397K 4.36% 3
2018
Q4 		$4.47M Sell
187,475
-101,128
-35% -$2.41M 9.96% 2
2018
Q3 		$6.91M Buy
288,603
+52,161
+22% +$1.26M 6.11% 1
2018
Q2 		$5.75M Buy
236,442
+15,831
+7% +$384K 5.6% 1
2018
Q1 		$5.38M Buy
220,611
+29,090
+15% +$707K 5.31% 1
2017
Q4 		$4.66M Buy
+191,521
New +$4.69M 4.51% 1

Other funds holding TDTT

BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HC Financial Advisors's TDTT Position: Q2 2022 in Review

HC Financial Advisors held its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) position steady in Q2 2022 at 3,388 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #105.

HC Financial Advisors first reported a position in TDTT in Q4 2017 and has held it in 19 quarters since. The position peaked at $6.91M in Q3 2018. 112 funds tracked by Wall St. Rank hold TDTT as of Q2 2022.

  • HC Financial Advisors held 3,388 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $84K as of Q2 2022.
  • HC Financial Advisors left its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund share count unchanged in Q2 2022.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.06% of HC Financial Advisors's portfolio in Q2 2022, its #105 holding.
  • HC Financial Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2017 and has held it in 19 quarters since.
  • HC Financial Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $6.91M in Q3 2018.
  • 112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.