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Homrich & Berg’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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 $596M AUM 22.29% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Homrich & Berg sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2020 after selling out during the quarter.
  • Homrich & Berg sold 11,123 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2020, an estimated $288K.
  • Homrich & Berg first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2020 and held it in 1 quarter.
  • Homrich & Berg's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $288K in Q3 2020.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2020.

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