JP Morgan Private Wealth Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

JP Morgan Private Wealth 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 Q4	–	Sell	-12,300	Closed	-$295K	–	1583
2018 Q3	$295K	Hold	12,300	–	–	﹤0.01%	1302
2018 Q2	$299K	Buy	+12,300	New	+$298K	﹤0.01%	1208
2018 Q1	–	Sell	-12,300	Closed	-$300K	–	1377
2017 Q4	$300K	Hold	12,300	–	–	﹤0.01%	1057
2017 Q3	$302K	Hold	12,300	–	–	﹤0.01%	1020
2017 Q2	$302K	Hold	12,300	–	–	﹤0.01%	1015
2017 Q1	$307K	Hold	12,300	–	–	﹤0.01%	1056
2016 Q4	$304K	Hold	12,300	–	–	﹤0.01%	986
2016 Q3	$306K	Hold	12,300	–	–	﹤0.01%	979
2016 Q2	$307K	Hold	12,300	–	–	﹤0.01%	969
2016 Q1	$304K	Hold	12,300	–	–	﹤0.01%	941
2015 Q4	$297K	Hold	12,300	–	–	﹤0.01%	864
2015 Q3	$300K	Buy	+12,300	New	+$300K	﹤0.01%	795
2015 Q2	–	Sell	-12,300	Closed	-$300K	–	1132
2015 Q1	$300K	Buy	+12,300	New	+$300K	﹤0.01%	889

Other funds holding TDTT

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

WPA

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TDTT Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2018, closing a stake of 12,300 shares — an estimated $295K sold.

JP Morgan Private Wealth Advisors first reported a position in TDTT in Q1 2015 and held it in 13 quarters. The position peaked at $307K in Q1 2017. 68 funds tracked by Wall St. Rank hold TDTT as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 12,300 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2018, an estimated $295K.
JP Morgan Private Wealth Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2015 and held it in 13 quarters.
JP Morgan Private Wealth Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $307K in Q1 2017.
68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.