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

Signature Wealth Management Group’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
Q4 		– Sell
-96
Closed -$2K – 269
2018
Q3 		$2K Buy
+96
New +$2.31K ﹤0.01% 302

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Signature Wealth Management Group's TDTT Position: Q4 2018 in Review

Signature Wealth Management Group sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2018, closing a stake of 96 shares — an estimated $2K sold.

Signature Wealth Management Group first reported a position in TDTT in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 68 funds tracked by Wall St. Rank hold TDTT as of Q4 2018.

  • Signature Wealth Management Group reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 96 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2018, an estimated $2K.
  • Signature Wealth Management Group first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2018 and held it in 1 quarter.
  • Signature Wealth Management Group's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $2K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.