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LFS Asset Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

LFS Asset Management’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
2022
Q3 		$1.35M Sell
57,964
-95,302
-62% -$2.34M 1.37% 23
2022
Q2 		$3.8M Buy
+153,266
New +$3.89M 3.09% 12

Other funds holding TDTT

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LFS Asset Management's TDTT Position: Q3 2022 in Review

LFS Asset Management reduced its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 62% in Q3 2022, selling an estimated $2.34M and leaving 57,964 shares worth $1.35M. The position accounts for 1.37% of the portfolio, ranked #23.

LFS Asset Management first reported a position in TDTT in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.8M in Q2 2022. 116 funds tracked by Wall St. Rank hold TDTT as of Q3 2022.

  • LFS Asset Management held 57,964 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $1.35M as of Q3 2022.
  • LFS Asset Management sold 95,302 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2022, an estimated $2.34M.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 1.37% of LFS Asset Management's portfolio in Q3 2022, its #23 holding.
  • LFS Asset Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2022 and has held it in 2 quarters since.
  • LFS Asset Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $3.8M in Q2 2022.
  • 116 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.