High Net Worth Advisory Group’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-2,000	Closed	-$47K	–	538
2022 Q4	$47K	Hold	2,000	–	–	0.02%	338
2022 Q3	$47K	Hold	2,000	–	–	0.02%	341
2022 Q2	$50K	Hold	2,000	–	–	0.02%	324
2022 Q1	$52K	Hold	2,000	–	–	0.02%	335
2021 Q4	$53K	Buy	+2,000	New	+$52.7K	0.02%	344

Other funds holding TDTT

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

High Net Worth Advisory Group's TDTT Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q1 2023, closing a stake of 2,000 shares — an estimated $47K sold.

High Net Worth Advisory Group first reported a position in TDTT in Q4 2021 and held it in 5 quarters. The position peaked at $53K in Q4 2021. 120 funds tracked by Wall St. Rank hold TDTT as of Q1 2023.

High Net Worth Advisory Group reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,000 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2023, an estimated $47K.
High Net Worth Advisory Group first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $53K in Q4 2021.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.