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

Kelly Financial Services’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
2023
Q2 		– Sell
-45
Closed -$1.07K – 747
2023
Q1 		$1.09K Buy
+45
New +$1.07K ﹤0.01% 582

Other funds holding TDTT

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BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's TDTT Position: Q2 2023 in Review

Kelly Financial Services sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2023, closing a stake of 45 shares — an estimated $1.07K sold.

Kelly Financial Services first reported a position in TDTT in Q1 2023 and held it in 1 quarter. The position peaked at $1.09K in Q1 2023. 110 funds tracked by Wall St. Rank hold TDTT as of Q2 2023.

  • Kelly Financial Services reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2023 after selling out during the quarter.
  • Kelly Financial Services sold 45 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2023, an estimated $1.07K.
  • Kelly Financial Services first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 1 quarter.
  • Kelly Financial Services's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $1.09K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2023.

Based on Kelly Financial Services's 13F filing for Q2 2023, filed 17 Jul 2024.