Heritage Wealth Management (Arizona)’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q3	–	Sell	-900	Closed	-$22.7K	–	1098
2022 Q2	$22.7K	Hold	900	–	–	0.01%	523
2022 Q1	$24K	Buy	+900	New	+$24.7K	0.01%	570
2021 Q3	$25K	Buy	+900	New	+$25.4K	0.01%	530

Other funds holding TDTF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TDTF Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q3 2022, closing a stake of 900 shares — an estimated $22.7K sold.

Heritage Wealth Management (Arizona) first reported a position in TDTF in Q3 2021 and held it in 3 quarters. The position peaked at $25K in Q3 2021. 65 funds tracked by Wall St. Rank hold TDTF as of Q3 2022.

Heritage Wealth Management (Arizona) reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 900 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2022, an estimated $22.7K.
Heritage Wealth Management (Arizona) first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q3 2021 and held it in 3 quarters.
Heritage Wealth Management (Arizona)'s Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $25K in Q3 2021.
65 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.