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Lion Street Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Lion Street Advisors’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
Q4 		– Sell
-9,883
Closed -$232K – 169
2022
Q3 		$232K Buy
+9,883
New +$243K 0.12% 116

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lion Street Advisors's TDTT Position: Q4 2022 in Review

Lion Street Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2022, closing a stake of 9,883 shares — an estimated $232K sold.

Lion Street Advisors first reported a position in TDTT in Q3 2022 and held it in 1 quarter. The position peaked at $232K in Q3 2022. 120 funds tracked by Wall St. Rank hold TDTT as of Q4 2022.

  • Lion Street Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2022 after selling out during the quarter.
  • Lion Street Advisors sold 9,883 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2022, an estimated $232K.
  • Lion Street Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2022 and held it in 1 quarter.
  • Lion Street Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $232K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2022.

Based on Lion Street Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.