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Signature Wealth Management Group’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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

Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Hills Bank & Trust
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
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $9.16B AUM 63.5% 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 $257M AUM 27.57% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

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

Signature Wealth Management Group sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 96 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2018, an estimated $2K.
  • Signature Wealth Management Group first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2018 and held it in 1 quarter.
  • Signature Wealth Management Group's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $2K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2018.

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