Homrich & Berg
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Homrich & Berg’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Homrich & Berg’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
2020
Q4 		– Sell
-11,123
Closed -$288K – 408
2020
Q3 		$288K Buy
+11,123
New +$286K 0.01% 268

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Homrich & Berg's TDTT Position: Q4 2020 in Review

Homrich & Berg sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q4 2020, closing a stake of 11,123 shares — an estimated $288K sold.

Homrich & Berg first reported a position in TDTT in Q3 2020 and held it in 1 quarter. The position peaked at $288K in Q3 2020. 68 funds tracked by Wall St. Rank hold TDTT as of Q4 2020.

  • Homrich & Berg reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2020 after selling out during the quarter.
  • Homrich & Berg sold 11,123 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2020, an estimated $288K.
  • Homrich & Berg first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2020 and held it in 1 quarter.
  • Homrich & Berg's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $288K in Q3 2020.
  • 68 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2020.

Based on Homrich & Berg's 13F filing for Q4 2020, filed 16 Feb 2021.