HighTower Advisors
TDTT icon

HighTower Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

HighTower Advisors's TDTT Position: Q4 2023 in Review

HighTower Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • HighTower Advisors sold 11,992 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $279K.
  • HighTower Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2016 and held it in 8 quarters.
  • HighTower Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $279K in Q3 2023.
  • 103 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2023.

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