Sigma Planning Corp’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-11,904	Closed	-$288K	–	1350
2023 Q1	$288K	Buy	11,904 +72	+0.6%	+$1.71K	0.01%	1018
2022 Q4	$278K	Sell	11,832 -199	-2%	-$4.7K	0.01%	995
2022 Q3	$281K	Sell	12,031 -95	-0.8%	-$2.33K	0.01%	974
2022 Q2	$301K	Sell	12,126 -406	-3%	-$10.3K	0.01%	988
2022 Q1	$325K	Buy	+12,532	New	+$327K	0.01%	1021

Other funds holding TDTT

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

WPA

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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

CNBT

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

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

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

AWS

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

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

Sigma Planning Corp's TDTT Position: Q2 2023 in Review

Sigma Planning Corp sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2023, closing a stake of 11,904 shares — an estimated $288K sold.

Sigma Planning Corp first reported a position in TDTT in Q1 2022 and held it in 5 quarters. The position peaked at $325K in Q1 2022. 110 funds tracked by Wall St. Rank hold TDTT as of Q2 2023.

Sigma Planning Corp reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 11,904 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2023, an estimated $288K.
Sigma Planning Corp first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2022 and held it in 5 quarters.
Sigma Planning Corp's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $325K in Q1 2022.
110 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.