LWM
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Liberty Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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 $516M AUM 16.62% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return

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

Liberty Wealth Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (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. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2021.

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

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