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Sageworth Trust’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Sageworth Trust’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
2018
Q3 		– Sell
-138
Closed -$3K – 158
2018
Q2 		$3K Buy
+138
New +$3.34K ﹤0.01% 136

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Sageworth Trust's TDTT Position: Q3 2018 in Review

Sageworth Trust sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q3 2018, closing a stake of 138 shares — an estimated $3K sold.

Sageworth Trust first reported a position in TDTT in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 65 funds tracked by Wall St. Rank hold TDTT as of Q3 2018.

  • Sageworth Trust reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q3 2018 after selling out during the quarter.
  • Sageworth Trust sold 138 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2018, an estimated $3K.
  • Sageworth Trust first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2018 and held it in 1 quarter.
  • Sageworth Trust's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $3K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2018.

Based on Sageworth Trust's 13F filing for Q3 2018, filed 30 Oct 2018.