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Robertson Stephens Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Robertson Stephens Wealth Management’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
-58,204
Closed -$1.35M – 477
2023
Q3 		$1.35M Sell
58,204
-939
-2% -$21.9K 0.09% 172
2023
Q2 		$1.39M Buy
59,143
+2,088
+4% +$49.8K 0.1% 164
2023
Q1 		$1.38M Buy
+57,055
New +$1.35M 0.11% 164

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
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Robertson Stephens Wealth Management's TDTT Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2023, closing a stake of 58,204 shares — an estimated $1.35M sold.

Robertson Stephens Wealth Management first reported a position in TDTT in Q1 2023 and held it in 3 quarters. The position peaked at $1.39M in Q2 2023. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 58,204 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $1.35M.
  • Robertson Stephens Wealth Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $1.39M 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 Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.