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Mather Group’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Mather Group’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
2024
Q3 		– Sell
-561
Closed -$13.3K – 2163
2024
Q2 		$13.3K Buy
+561
New +$13.2K ﹤0.01% 1370
2023
Q1 		– Sell
-8,832
Closed -$208K – 521
2022
Q4 		$208K Buy
+8,832
New +$208K ﹤0.01% 457

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

Mather Group's TDTT Position: Q3 2024 in Review

Mather Group sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q3 2024, closing a stake of 561 shares — an estimated $13.3K sold.

Mather Group first reported a position in TDTT in Q4 2022 and held it in 2 quarters. The position peaked at $208K in Q4 2022. 95 funds tracked by Wall St. Rank hold TDTT as of Q3 2024.

  • Mather Group reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 561 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2024, an estimated $13.3K.
  • Mather Group first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2022 and held it in 2 quarters.
  • Mather Group's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $208K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.