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Hennion & Walsh Asset Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Hennion & Walsh 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
2023
Q3 		– Sell
-11,981
Closed -$282K – 837
2023
Q2 		$282K Buy
+11,981
New +$286K 0.02% 670

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Hennion & Walsh Asset Management's TDTT Position: Q3 2023 in Review

Hennion & Walsh Asset Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2023, closing a stake of 11,981 shares — an estimated $282K sold.

Hennion & Walsh Asset Management first reported a position in TDTT in Q2 2023 and held it in 1 quarter. The position peaked at $282K in Q2 2023. 102 funds tracked by Wall St. Rank hold TDTT as of Q3 2023.

  • Hennion & Walsh Asset Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2023 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 11,981 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2023, an estimated $282K.
  • Hennion & Walsh Asset Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2023 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $282K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.