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

Jaffetilchin Investment Partners’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
2021 Q3	–	Sell	-25,777	Closed	-$678K	–	407
2021 Q2	$678K	Buy	25,777 +12,971	+101%	+$344K	0.05%	220
2021 Q1	$338K	Hold	12,806	–	–	0.04%	250
2020 Q4	$334K	Sell	12,806 -3,773	-23%	-$97.5K	0.05%	214
2020 Q3	$429K	Sell	16,579 -7,625	-32%	-$196K	0.08%	153
2020 Q2	$612K	Buy	+24,204	New	+$605K	0.13%	95
2019 Q3	–	Sell	-23,257	Closed	-$574K	–	262
2019 Q2	$574K	Buy	23,257 +1,148	+5%	+$28.1K	0.13%	110
2019 Q1	$538K	Sell	22,109 -9,455	-30%	-$227K	0.12%	150
2018 Q4	$752K	Buy	31,564 +8,092	+34%	+$193K	0.19%	81
2018 Q3	$562K	Buy	+23,472	New	+$565K	0.12%	142

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Jaffetilchin Investment Partners's TDTT Position: Q3 2021 in Review

Jaffetilchin Investment Partners sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2021, closing a stake of 25,777 shares — an estimated $678K sold.

Jaffetilchin Investment Partners first reported a position in TDTT in Q3 2018 and held it in 9 quarters. The position peaked at $752K in Q4 2018. 86 funds tracked by Wall St. Rank hold TDTT as of Q3 2021.

Jaffetilchin Investment Partners reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2021 after selling out during the quarter.
Jaffetilchin Investment Partners sold 25,777 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2021, an estimated $678K.
Jaffetilchin Investment Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2018 and held it in 9 quarters.
Jaffetilchin Investment Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $752K in Q4 2018.
86 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2021.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2021, filed 25 Oct 2021.