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

JOYN Advisors’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
2018
Q2 		– Sell
-2,005
Closed -$49K – 1858
2018
Q1 		$49K Buy
+2,005
New +$48.7K 0.01% 462

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

JOYN Advisors's TDTT Position: Q2 2018 in Review

JOYN Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2018, closing a stake of 2,005 shares — an estimated $49K sold.

JOYN Advisors first reported a position in TDTT in Q1 2018 and held it in 1 quarter. The position peaked at $49K in Q1 2018. 58 funds tracked by Wall St. Rank hold TDTT as of Q2 2018.

  • JOYN Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2018 after selling out during the quarter.
  • JOYN Advisors sold 2,005 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2018, an estimated $49K.
  • JOYN Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2018 and held it in 1 quarter.
  • JOYN Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $49K in Q1 2018.
  • 58 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.