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SJS Investment Consulting’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

SJS Investment Consulting’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
2023
Q1 		– Sell
-96
Closed -$2.27K – 1625
2022
Q4 		$2.27K Hold
96
– – ﹤0.01% 583
2022
Q3 		$2K Buy
+96
New +$2.41K ﹤0.01% 535
2022
Q1 		$3K Hold
96
– – ﹤0.01% 490
2021
Q4 		$3K Buy
+96
New +$2.69K ﹤0.01% 461

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

SJS Investment Consulting's TDTF Position: Q1 2023 in Review

SJS Investment Consulting sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q1 2023, closing a stake of 96 shares — an estimated $2.27K sold.

SJS Investment Consulting first reported a position in TDTF in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 64 funds tracked by Wall St. Rank hold TDTF as of Q1 2023.

  • SJS Investment Consulting reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 96 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q1 2023, an estimated $2.27K.
  • SJS Investment Consulting first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2021 and held it in 4 quarters.
  • SJS Investment Consulting's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $3K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q1 2023.

Based on SJS Investment Consulting's 13F filing for Q1 2023, filed 20 Apr 2023.