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Indiana Trust & Investment Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Indiana Trust & Investment Management’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
2024
Q2 		– Sell
-7,156
Closed -$170K – 485
2024
Q1 		$170K Buy
7,156
+6,634
+1,271% +$157K 0.07% 170
2023
Q4 		$12.3K Hold
522
– – 0.01% 342
2023
Q3 		$12.1K Buy
+522
New +$12.2K 0.01% 345

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Indiana Trust & Investment Management's TDTT Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2024, closing a stake of 7,156 shares — an estimated $170K sold.

Indiana Trust & Investment Management first reported a position in TDTT in Q3 2023 and held it in 3 quarters. The position peaked at $170K in Q1 2024. 106 funds tracked by Wall St. Rank hold TDTT as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 7,156 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2024, an estimated $170K.
  • Indiana Trust & Investment Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2023 and held it in 3 quarters.
  • Indiana Trust & Investment Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $170K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.