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Leavell Investment Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Leavell Investment Management’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
2023
Q3 		– Sell
-8,745
Closed -$207K – 464
2023
Q2 		$207K Buy
+8,745
New +$211K 0.01% 449

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Leavell Investment Management's TDTF Position: Q3 2023 in Review

Leavell Investment Management sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q3 2023, closing a stake of 8,745 shares — an estimated $207K sold.

Leavell Investment Management first reported a position in TDTF in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 66 funds tracked by Wall St. Rank hold TDTF as of Q3 2023.

  • Leavell Investment Management reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Leavell Investment Management sold 8,745 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2023, an estimated $207K.
  • Leavell Investment Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2023 and held it in 1 quarter.
  • Leavell Investment Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $207K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2023.

Based on Leavell Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.