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Lion Street Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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 $860B AUM 41.15% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Lion Street Advisors sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Lion Street Advisors sold 9,883 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2022, an estimated $232K.
  • Lion Street Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2022 and held it in 1 quarter.
  • Lion Street Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $232K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2022.

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