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Newbridge Financial Services Group’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Newbridge Financial Services 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
2023
Q4 		– Sell
-800
Closed -$18.6K – 1322
2023
Q3 		$18.6K Hold
800
– – 0.01% 660
2023
Q2 		$18.8K Hold
800
– – 0.01% 718
2023
Q1 		$19.3K Hold
800
– – 0.01% 736
2022
Q4 		$18.8K Hold
800
– – 0.01% 737
2022
Q3 		$19K Hold
800
– – 0.01% 715
2022
Q2 		$20K Hold
800
– – 0.01% 662
2022
Q1 		$21K Hold
800
– – 0.01% 722
2021
Q4 		$21K Hold
800
– – 0.01% 715
2021
Q3 		$21K Hold
800
– – 0.01% 656
2021
Q2 		$21K Hold
800
– – 0.01% 769
2021
Q1 		$21K Hold
800
– – 0.02% 684
2020
Q4 		$21K Hold
800
– – 0.02% 531
2020
Q3 		$21K Buy
+800
New +$20.5K 0.02% 496

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Newbridge Financial Services Group's TDTT Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2023, closing a stake of 800 shares — an estimated $18.6K sold.

Newbridge Financial Services Group first reported a position in TDTT in Q3 2020 and held it in 13 quarters. The position peaked at $21K in Q1 2022. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 800 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $18.6K.
  • Newbridge Financial Services Group first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2020 and held it in 13 quarters.
  • Newbridge Financial Services Group's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $21K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.