Legacy Financial Group (Iowa)
TDTT icon

Legacy Financial Group (Iowa)’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Legacy Financial Group (Iowa)’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
-1,576
Closed -$36.5K – 460
2023
Q3 		$36.5K Buy
+1,576
New +$36.8K 0.01% 208
2022
Q4 		– Sell
-10,061
Closed -$235K – 49
2022
Q3 		$235K Sell
10,061
-73,201
-88% -$1.8M 0.08% 37
2022
Q2 		$2.07M Sell
83,262
-6,252
-7% -$159K 0.65% 20
2022
Q1 		$2.32M Buy
89,514
+75,747
+550% +$1.98M 0.68% 23
2021
Q4 		$361K Sell
13,767
-46,872
-77% -$1.24M 0.16% 31
2021
Q3 		$1.59M Sell
60,639
-1,062
-2% -$28.1K 0.48% 30
2021
Q2 		$1.63M Sell
61,701
-210
-0.3% -$5.57K 0.49% 30
2021
Q1 		$1.63M Sell
61,911
-114
-0.2% -$3K 0.57% 33
2020
Q4 		$1.62M Buy
+62,025
New +$1.6M 0.62% 34

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WPA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Legacy Financial Group (Iowa)'s TDTT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2023, closing a stake of 1,576 shares — an estimated $36.5K sold.

Legacy Financial Group (Iowa) first reported a position in TDTT in Q4 2020 and held it in 9 quarters. The position peaked at $2.32M in Q1 2022. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,576 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $36.5K.
  • Legacy Financial Group (Iowa) first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2020 and held it in 9 quarters.
  • Legacy Financial Group (Iowa)'s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $2.32M in Q1 2022.
  • 103 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.