PCS
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Private Client Services’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Private Client 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
2024
Q1 		– Sell
-8,594
Closed -$203K – 150
2023
Q4 		$203K Buy
+8,594
New +$200K 0.17% 133

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
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Private Client Services's TDTT Position: Q1 2024 in Review

Private Client Services sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2024, closing a stake of 8,594 shares — an estimated $203K sold.

Private Client Services first reported a position in TDTT in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 93 funds tracked by Wall St. Rank hold TDTT as of Q1 2024.

  • Private Client Services reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2024 after selling out during the quarter.
  • Private Client Services sold 8,594 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2024, an estimated $203K.
  • Private Client Services first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2023 and held it in 1 quarter.
  • Private Client Services's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $203K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2024.

Based on Private Client Services's 13F filing for Q1 2024, filed 10 May 2024.