Plante Moran Financial Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Plante Moran Financial 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
2022 Q2	–	Sell	-2,339	Closed	-$61K	–	1071
2022 Q1	$61K	Buy	2,339 +1,914	+450%	+$49.9K	0.01%	303
2021 Q4	$11K	Buy	+425	New	+$11.2K	﹤0.01%	681
2021 Q3	–	Sell	-694	Closed	-$18K	–	1018
2021 Q2	$18K	Buy	+694	New	+$18.4K	﹤0.01%	581
2020 Q4	–	Hold	0	–	–	–	1018
2020 Q3	–	Hold	0	–	–	–	933
2016 Q1	–	Sell	-5,145	Closed	-$124K	–	1023
2015 Q4	$124K	Hold	5,145	–	–	0.09%	157
2015 Q3	$125K	Buy	+5,145	New	+$126K	0.1%	154

Other funds holding TDTT

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return