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KLR Investment Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

KLR Investment 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
2023
Q4 		– Sell
-10,629
Closed -$257K – 200
2023
Q3 		$257K Buy
+10,629
New +$248K 0.23% 147
2023
Q2 		– Sell
-10,629
Closed -$257K – 189
2023
Q1 		$257K Buy
10,629
+95
+0.9% +$2.25K 0.23% 150
2022
Q4 		$248K Buy
+10,534
New +$249K 0.2% 152

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

KLR Investment Advisors's TDTT Position: Q4 2023 in Review

KLR Investment Advisors sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q4 2023, closing a stake of 10,629 shares — an estimated $257K sold.

KLR Investment Advisors first reported a position in TDTT in Q4 2022 and held it in 3 quarters. The position peaked at $257K in Q3 2023. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2023.

  • KLR Investment Advisors reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • KLR Investment Advisors sold 10,629 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2023, an estimated $257K.
  • KLR Investment Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2022 and held it in 3 quarters.
  • KLR Investment Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $257K in Q3 2023.
  • 103 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.