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Lumature Wealth Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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

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WPA
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return

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

Lumature Wealth Partners sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 153 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2022, an estimated $4K.
  • Lumature Wealth Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2021 and held it in 1 quarter.
  • Lumature Wealth Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $4K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2022.

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