Ironwood Investment Counsel’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Ironwood Investment Counsel’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 Q2	–	Sell	-26,550	Closed	-$687K	–	213
2022 Q1	$687K	Hold	26,550	–	–	0.17%	106
2021 Q4	$698K	Hold	26,550	–	–	0.16%	107
2021 Q3	$698K	Hold	26,550	–	–	0.18%	99
2021 Q2	$703K	Buy	26,550 +16,550	+166%	+$439K	0.19%	100
2021 Q1	$263K	Buy	+10,000	New	+$263K	0.08%	164

Other funds holding TDTT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ironwood Investment Counsel's TDTT Position: Q2 2022 in Review

Ironwood Investment Counsel sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2022, closing a stake of 26,550 shares — an estimated $687K sold.

Ironwood Investment Counsel first reported a position in TDTT in Q1 2021 and held it in 5 quarters. The position peaked at $703K in Q2 2021. 112 funds tracked by Wall St. Rank hold TDTT as of Q2 2022.

Ironwood Investment Counsel reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2022 after selling out during the quarter.
Ironwood Investment Counsel sold 26,550 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2022, an estimated $687K.
Ironwood Investment Counsel first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2021 and held it in 5 quarters.
Ironwood Investment Counsel's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $703K in Q2 2021.
112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2022.

Based on Ironwood Investment Counsel's 13F filing for Q2 2022, filed 4 Aug 2022.