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Significant Wealth Partners’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Significant Wealth Partners’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
2024
Q2 		– Sell
-14,451
Closed -$342K – 148
2024
Q1 		$342K Buy
+14,451
New +$340K 0.22% 112

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WA
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CAL
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Significant Wealth Partners's TDTF Position: Q2 2024 in Review

Significant Wealth Partners sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q2 2024, closing a stake of 14,451 shares — an estimated $342K sold.

Significant Wealth Partners first reported a position in TDTF in Q1 2024 and held it in 1 quarter. The position peaked at $342K in Q1 2024. 60 funds tracked by Wall St. Rank hold TDTF as of Q2 2024.

  • Significant Wealth Partners reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 14,451 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2024, an estimated $342K.
  • Significant Wealth Partners first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $342K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.