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Nicolet Advisory Services’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Nicolet Advisory Services’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
2020
Q3 		– Sell
-76,460
Closed -$1.93M – 208
2020
Q2 		$1.93M Sell
76,460
-770
-1% -$19.2K 0.3% 49
2020
Q1 		$1.9M Buy
+77,230
New +$1.91M 0.33% 47

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nicolet Advisory Services's TDTT Position: Q3 2020 in Review

Nicolet Advisory Services sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2020, closing a stake of 76,460 shares — an estimated $1.93M sold.

Nicolet Advisory Services first reported a position in TDTT in Q1 2020 and held it in 2 quarters. The position peaked at $1.93M in Q2 2020. 69 funds tracked by Wall St. Rank hold TDTT as of Q3 2020.

  • Nicolet Advisory Services reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2020 after selling out during the quarter.
  • Nicolet Advisory Services sold 76,460 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2020, an estimated $1.93M.
  • Nicolet Advisory Services first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2020 and held it in 2 quarters.
  • Nicolet Advisory Services's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $1.93M in Q2 2020.
  • 69 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2020.

Based on Nicolet Advisory Services's 13F filing for Q3 2020, filed 27 Oct 2020.