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Sigma Planning Corp’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Sigma Planning Corp’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,848
Closed -$321K – 1429
2022
Q1 		$321K Buy
11,848
+3,645
+44% +$100K 0.01% 1028
2021
Q4 		$230K Buy
+8,203
New +$230K 0.01% 1217

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LPWM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Rockefeller Capital Management
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CFD
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Sigma Planning Corp's TDTF Position: Q2 2022 in Review

Sigma Planning Corp sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q2 2022, closing a stake of 11,848 shares — an estimated $321K sold.

Sigma Planning Corp first reported a position in TDTF in Q4 2021 and held it in 2 quarters. The position peaked at $321K in Q1 2022. 65 funds tracked by Wall St. Rank hold TDTF as of Q2 2022.

  • Sigma Planning Corp reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 11,848 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2022, an estimated $321K.
  • Sigma Planning Corp first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Sigma Planning Corp's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $321K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.