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Significant Wealth Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-19,296
Closed -$456K – 191
2023
Q4 		$456K Buy
+19,296
New +$449K 0.33% 87

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WPA
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Morgan Stanley
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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Significant Wealth Partners's TDTT Position: Q1 2024 in Review

Significant Wealth Partners sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2024, closing a stake of 19,296 shares — an estimated $456K sold.

Significant Wealth Partners first reported a position in TDTT in Q4 2023 and held it in 1 quarter. The position peaked at $456K in Q4 2023. 93 funds tracked by Wall St. Rank hold TDTT as of Q1 2024.

  • Significant Wealth Partners reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 19,296 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2024, an estimated $456K.
  • Significant Wealth Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $456K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.