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Kelly Financial Services’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Kelly Financial Services sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Kelly Financial Services sold 45 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2023, an estimated $1.07K.
  • Kelly Financial Services first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q1 2023 and held it in 1 quarter.
  • Kelly Financial Services's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $1.09K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2023.

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