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Regis Management Company’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Regis Management Company’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
-76,341
Closed -$1.89M – 69
2019
Q4 		$1.89M Hold
76,341
– – 0.29% 37
2019
Q3 		$1.88M Hold
76,341
– – 0.32% 33
2019
Q2 		$1.89M Buy
+76,341
New +$1.87M 0.29% 34

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 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 $271M AUM 11.79% 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 $869M AUM 16.19% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regis Management Company's TDTT Position: Q1 2020 in Review

Regis Management Company sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2020, closing a stake of 76,341 shares — an estimated $1.89M sold.

Regis Management Company first reported a position in TDTT in Q2 2019 and held it in 3 quarters. The position peaked at $1.89M in Q4 2019. 68 funds tracked by Wall St. Rank hold TDTT as of Q1 2020.

  • Regis Management Company reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2020 after selling out during the quarter.
  • Regis Management Company sold 76,341 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2020, an estimated $1.89M.
  • Regis Management Company first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2019 and held it in 3 quarters.
  • Regis Management Company's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $1.89M 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 Regis Management Company's 13F filing for Q1 2020, filed 28 Apr 2020.