RGT Wealth Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

RGT Wealth 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 Q3	$28K	Buy	+1,180	New	+$29K	﹤0.01%	95

Other funds holding TDTT

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

WPA

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

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

RGT Wealth Advisors's TDTT Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2022: 1,180 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #95 among its holdings.

116 funds tracked by Wall St. Rank hold TDTT as of Q3 2022.

RGT Wealth Advisors held 1,180 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $28K as of Q3 2022.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund was a new RGT Wealth Advisors position in Q3 2022.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #95 holding.
116 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.