Rehmann Capital Advisory Group’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Rehmann Capital Advisory Group’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
2023 Q4	–	Sell	-15,987	Closed	-$371K	–	560
2023 Q3	$371K	Buy	15,987 +223	+1%	+$5.21K	0.03%	353
2023 Q2	$371K	Buy	15,764 +430	+3%	+$10.2K	0.03%	372
2023 Q1	$371K	Buy	15,334 +2,188	+17%	+$51.9K	0.03%	368
2022 Q4	$309K	Buy	13,146 +1,391	+12%	+$32.8K	0.03%	405
2022 Q3	$275K	Buy	+11,755	New	+$289K	0.03%	404

Other funds holding TDTT

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

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

WPA

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

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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

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

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Rehmann Capital Advisory Group's TDTT Position: Q4 2023 in Review

Rehmann Capital Advisory Group sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2023, closing a stake of 15,987 shares — an estimated $371K sold.

Rehmann Capital Advisory Group first reported a position in TDTT in Q3 2022 and held it in 5 quarters. The position peaked at $371K in Q2 2023. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2023.

Rehmann Capital Advisory Group reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 15,987 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $371K.
Rehmann Capital Advisory Group first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2022 and held it in 5 quarters.
Rehmann Capital Advisory Group's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $371K in Q2 2023.
103 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.