Plante Moran Financial Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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	–	1057
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	–	1016
2021 Q2	$18K	Buy	+694	New	+$18.4K	﹤0.01%	581
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

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Plante Moran Financial Advisors's TDTT Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q2 2022, closing a stake of 2,339 shares — an estimated $61K sold.

Plante Moran Financial Advisors first reported a position in TDTT in Q3 2015 and held it in 5 quarters. The position peaked at $125K in Q3 2015. 112 funds tracked by Wall St. Rank hold TDTT as of Q2 2022.

Plante Moran Financial Advisors reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q2 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,339 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2022, an estimated $61K.
Plante Moran Financial Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2015 and held it in 5 quarters.
Plante Moran Financial Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $125K in Q3 2015.
112 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.