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

SFMG 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
Q2 		– Sell
-10,000
Closed -$259K – 313
2022
Q1 		$259K Hold
10,000
– – 0.03% 225
2021
Q4 		$263K Hold
10,000
– – 0.03% 222
2021
Q3 		$263K Hold
10,000
– – 0.03% 210
2021
Q2 		$265K Buy
+10,000
New +$265K 0.03% 216

Other funds holding TDTT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFMG Wealth Advisors's TDTT Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2022, closing a stake of 10,000 shares — an estimated $259K sold.

SFMG Wealth Advisors first reported a position in TDTT in Q2 2021 and held it in 4 quarters. The position peaked at $265K in Q2 2021. 112 funds tracked by Wall St. Rank hold TDTT as of Q2 2022.

  • SFMG Wealth Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,000 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2022, an estimated $259K.
  • SFMG Wealth Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2021 and held it in 4 quarters.
  • SFMG Wealth Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $265K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.