HNWAG
TDTT icon

High Net Worth Advisory Group’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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
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
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
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 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (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. 119 funds tracked by Wall St. Rank hold TDTT as of Q1 2023.

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

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