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TDTT icon

Legacy Bridge’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Legacy Bridge’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
2024
Q1 		– Sell
-44,035
Closed -$1.04M – 325
2023
Q4 		$1.04M Sell
44,035
-9,340
-17% -$218K 0.67% 65
2023
Q3 		$1.24M Sell
53,375
-11,368
-18% -$265K 0.88% 40
2023
Q2 		$1.52M Sell
64,743
-750
-1% -$17.9K 1.02% 28
2023
Q1 		$1.58M Sell
65,493
-19,260
-23% -$457K 1.1% 18
2022
Q4 		$1.99M Sell
84,753
-7,550
-8% -$178K 1.42% 6
2022
Q3 		$2.16M Sell
92,303
-3,150
-3% -$77.3K 1.72% 2
2022
Q2 		$2.37M Sell
95,453
-2,575
-3% -$65.3K 1.75% 3
2022
Q1 		$2.54M Hold
98,028
– – 1.48% 6
2021
Q4 		$2.58M Buy
98,028
+8,000
+9% +$211K 1.34% 7
2021
Q3 		$2.37M Buy
90,028
+7,710
+9% +$204K 1.37% 8
2021
Q2 		$2.18M Buy
82,318
+81,000
+6,146% +$2.15M 1.23% 9
2021
Q1 		$35K Hold
1,318
– – 0.02% 211
2020
Q4 		$34K Hold
1,318
– – 0.02% 203
2020
Q3 		$34K Hold
1,318
– – 0.03% 192
2020
Q2 		$33K Hold
1,318
– – 0.04% 193
2020
Q1 		$32K Hold
1,318
– – 0.04% 183
2019
Q4 		$33K Hold
1,318
– – 0.03% 204
2019
Q3 		$32K Hold
1,318
– – 0.03% 197
2019
Q2 		$33K Hold
1,318
– – 0.03% 196
2019
Q1 		$32K Hold
1,318
– – 0.03% 196
2018
Q4 		$31K Buy
+1,318
New +$31.4K 0.04% 176

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Legacy Bridge's TDTT Position: Q1 2024 in Review

Legacy Bridge sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2024, closing a stake of 44,035 shares — an estimated $1.04M sold.

Legacy Bridge first reported a position in TDTT in Q4 2018 and held it in 21 quarters. The position peaked at $2.58M in Q4 2021. 93 funds tracked by Wall St. Rank hold TDTT as of Q1 2024.

  • Legacy Bridge reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2024 after selling out during the quarter.
  • Legacy Bridge sold 44,035 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2024, an estimated $1.04M.
  • Legacy Bridge first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2018 and held it in 21 quarters.
  • Legacy Bridge's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $2.58M in Q4 2021.
  • 93 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2024.

Based on Legacy Bridge's 13F filing for Q1 2024, filed 25 Apr 2024.