Legacy Financial Group (Iowa)
TDTT icon

Legacy Financial Group (Iowa)’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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

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 $596M AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Legacy Financial Group (Iowa) sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,576 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2023, an estimated $36.5K.
  • Legacy Financial Group (Iowa) first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2020 and held it in 9 quarters.
  • Legacy Financial Group (Iowa)'s Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $2.32M in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2023.

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