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Kings Path Partners’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Kings Path Partners’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-415
Closed -$10K – 308
2024
Q3 		$10K Buy
+415
New +$9.86K ﹤0.01% 241

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kings Path Partners's TDTF Position: Q4 2024 in Review

Kings Path Partners sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q4 2024, closing a stake of 415 shares — an estimated $10K sold.

Kings Path Partners first reported a position in TDTF in Q3 2024 and held it in 1 quarter. The position peaked at $10K in Q3 2024. 67 funds tracked by Wall St. Rank hold TDTF as of Q4 2024.

  • Kings Path Partners reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Kings Path Partners sold 415 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q4 2024, an estimated $10K.
  • Kings Path Partners first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q3 2024 and held it in 1 quarter.
  • Kings Path Partners's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $10K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q4 2024.

Based on Kings Path Partners's 13F filing for Q4 2024, filed 6 Jan 2025.