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

Lumature Wealth Partners’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
Q1 		– Sell
-153
Closed -$4K – 424
2021
Q4 		$4K Buy
+153
New +$4.03K ﹤0.01% 379

Other funds holding TDTT

Morgan Stanley
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WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

Lumature Wealth Partners's TDTT Position: Q1 2022 in Review

Lumature Wealth Partners sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q1 2022, closing a stake of 153 shares — an estimated $4K sold.

Lumature Wealth Partners first reported a position in TDTT in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 106 funds tracked by Wall St. Rank hold TDTT as of Q1 2022.

  • Lumature Wealth Partners reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 153 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2022, an estimated $4K.
  • Lumature Wealth Partners first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2021 and held it in 1 quarter.
  • Lumature Wealth Partners's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $4K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.