PV
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Private Vista’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Private Vista’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
Q1 		– Sell
-16,400
Closed -$406K – 161
2019
Q4 		$406K Hold
16,400
– – 0.11% 90
2019
Q3 		$404K Hold
16,400
– – 0.11% 95
2019
Q2 		$404K Hold
16,400
– – 0.1% 100
2019
Q1 		$398K Hold
16,400
– – 0.1% 101
2018
Q4 		$391K Buy
+16,400
New +$390K 0.09% 99

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 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 $296M AUM 12.13% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 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
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Vista's TDTT Position: Q1 2020 in Review

Private Vista sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2020, closing a stake of 16,400 shares — an estimated $406K sold.

Private Vista first reported a position in TDTT in Q4 2018 and held it in 5 quarters. The position peaked at $406K in Q4 2019. 68 funds tracked by Wall St. Rank hold TDTT as of Q1 2020.

  • Private Vista reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2020 after selling out during the quarter.
  • Private Vista sold 16,400 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2020, an estimated $406K.
  • Private Vista first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2018 and held it in 5 quarters.
  • Private Vista's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $406K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.