KIG
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Kowal Investment Group’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-340
Closed -$9K – 843
2021
Q3 		$9K Buy
+340
New +$8.99K ﹤0.01% 530

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

Kowal Investment Group's TDTT Position: Q4 2021 in Review

Kowal Investment Group sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q4 2021, closing a stake of 340 shares — an estimated $9K sold.

Kowal Investment Group first reported a position in TDTT in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 102 funds tracked by Wall St. Rank hold TDTT as of Q4 2021.

  • Kowal Investment Group reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 340 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2021, an estimated $9K.
  • Kowal Investment Group first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $9K in Q3 2021.
  • 102 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.