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Liberty Wealth Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-755
Closed -$20K – 999
2021
Q3 		$20K Buy
755
+16
+2% +$423 0.01% 647
2021
Q2 		$20K Buy
+739
New +$19.6K 0.01% 513

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

Liberty Wealth Management's TDTT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q4 2021, closing a stake of 755 shares — an estimated $20K sold.

Liberty Wealth Management first reported a position in TDTT in Q2 2021 and held it in 2 quarters. The position peaked at $20K in Q3 2021. 102 funds tracked by Wall St. Rank hold TDTT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 755 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2021, an estimated $20K.
  • Liberty Wealth Management first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $20K in Q3 2021.
  • 102 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.