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Significant Wealth Partners’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

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

Significant Wealth Partners sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 19,296 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2024, an estimated $456K.
  • Significant Wealth Partners first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $456K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2024.

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