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

Herold 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
2024
Q4 		– Sell
-42,721
Closed -$1.03M – 280
2024
Q3 		$1.03M Sell
42,721
-972
-2% -$23.1K 0.22% 126
2024
Q2 		$1.03M Hold
43,693
– – 0.24% 124
2024
Q1 		$1.04M Sell
43,693
-9,778
-18% -$231K 0.25% 121
2023
Q4 		$1.26M Buy
53,471
+505
+1% +$11.8K 0.35% 83
2023
Q3 		$1.23M Buy
52,966
+4,946
+10% +$116K 0.37% 76
2023
Q2 		$1.13M Buy
48,020
+27,082
+129% +$645K 0.35% 85
2023
Q1 		$506K Buy
20,938
+603
+3% +$14.3K 0.17% 140
2022
Q4 		$478K Buy
20,335
+6,405
+46% +$151K 0.2% 118
2022
Q3 		$325K Buy
13,930
+581
+4% +$14.3K 0.16% 141
2022
Q2 		$331K Buy
13,349
+9,305
+230% +$236K 0.15% 147
2022
Q1 		$105K Buy
+4,044
New +$105K 0.04% 264

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 $516M AUM 16.62% 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
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Herold Advisors's TDTT Position: Q4 2024 in Review

Herold Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2024, closing a stake of 42,721 shares — an estimated $1.03M sold.

Herold Advisors first reported a position in TDTT in Q1 2022 and held it in 11 quarters. The position peaked at $1.26M in Q4 2023. 101 funds tracked by Wall St. Rank hold TDTT as of Q4 2024.

  • Herold Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2024 after selling out during the quarter.
  • Herold Advisors sold 42,721 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2024, an estimated $1.03M.
  • Herold Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2022 and held it in 11 quarters.
  • Herold Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $1.26M in Q4 2023.
  • 101 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2024.

Based on Herold Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.