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Independent Financial Group’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Independent Financial 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
Q2 		– Sell
-32,000
Closed -$773K – 929
2023
Q1 		$773K Buy
32,000
+11,250
+54% +$267K 0.06% 346
2022
Q4 		$488K Buy
+20,750
New +$490K 0.04% 425

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 $596M AUM 22.29% 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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Financial Group's TDTT Position: Q2 2023 in Review

Independent Financial Group sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2023, closing a stake of 32,000 shares — an estimated $773K sold.

Independent Financial Group first reported a position in TDTT in Q4 2022 and held it in 2 quarters. The position peaked at $773K in Q1 2023. 110 funds tracked by Wall St. Rank hold TDTT as of Q2 2023.

  • Independent Financial Group reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 32,000 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2023, an estimated $773K.
  • Independent Financial Group first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2022 and held it in 2 quarters.
  • Independent Financial Group's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $773K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.