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Moneta Group Investment Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Moneta Group Investment 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
2019
Q3 		– Sell
-1,661
Closed -$41K – 305
2019
Q2 		$41K Sell
1,661
-25
-1% -$611 ﹤0.01% 231
2019
Q1 		$41K Sell
1,686
-35
-2% -$842 ﹤0.01% 235
2018
Q4 		$41K Buy
+1,721
New +$41K ﹤0.01% 207

Other funds holding TDTT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moneta Group Investment Advisors's TDTT Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2019, closing a stake of 1,661 shares — an estimated $41K sold.

Moneta Group Investment Advisors first reported a position in TDTT in Q4 2018 and held it in 3 quarters. The position peaked at $41K in Q2 2019. 68 funds tracked by Wall St. Rank hold TDTT as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,661 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2019, an estimated $41K.
  • Moneta Group Investment Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2018 and held it in 3 quarters.
  • Moneta Group Investment Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $41K in Q2 2019.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.