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

IRON Financial’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
2022
Q1 		– Sell
-9,970
Closed -$262K – 128
2021
Q4 		$262K Buy
9,970
+109
+1% +$2.87K 0.12% 94
2021
Q3 		$259K Buy
+9,861
New +$261K 0.12% 91

Other funds holding TDTT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return

IRON Financial's TDTT Position: Q1 2022 in Review

IRON Financial sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2022, closing a stake of 9,970 shares — an estimated $262K sold.

IRON Financial first reported a position in TDTT in Q3 2021 and held it in 2 quarters. The position peaked at $262K in Q4 2021. 106 funds tracked by Wall St. Rank hold TDTT as of Q1 2022.

  • IRON Financial reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2022 after selling out during the quarter.
  • IRON Financial sold 9,970 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2022, an estimated $262K.
  • IRON Financial first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2021 and held it in 2 quarters.
  • IRON Financial's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $262K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2022.

Based on IRON Financial's 13F filing for Q1 2022, filed 4 May 2022.