HighTower Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

HighTower 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
2023 Q4	–	Sell	-11,992	Closed	-$279K	–	3849
2023 Q3	$279K	Buy	+11,992	New	+$280K	﹤0.01%	2656
2023 Q1	–	Sell	-10,437	Closed	-$246K	–	3666
2022 Q4	$246K	Sell	10,437 -309	-3%	-$7.29K	﹤0.01%	2618
2022 Q3	$252K	Buy	10,746 +482	+5%	+$11.8K	﹤0.01%	2457
2022 Q2	$255K	Buy	10,264 +504	+5%	+$12.8K	﹤0.01%	2464
2022 Q1	$254K	Buy	9,760 +17	+0.2%	+$443	﹤0.01%	2655
2021 Q4	$257K	Buy	+9,743	New	+$257K	﹤0.01%	2577
2017 Q2	–	Sell	-9,175	Closed	-$229K	–	2320
2017 Q1	$229K	Hold	9,175	–	–	﹤0.01%	1696
2016 Q4	$227K	Buy	+9,175	New	+$227K	﹤0.01%	1618

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 $596M AUM 22.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

CNBT

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

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

VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

HighTower Advisors's TDTT Position: Q4 2023 in Review

HighTower Advisors sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q4 2023, closing a stake of 11,992 shares — an estimated $279K sold.

HighTower Advisors first reported a position in TDTT in Q4 2016 and held it in 8 quarters. The position peaked at $279K in Q3 2023. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2023.

HighTower Advisors reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 11,992 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2023, an estimated $279K.
HighTower Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2016 and held it in 8 quarters.
HighTower Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $279K in Q3 2023.
103 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.