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Strategies Wealth Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Strategies Wealth Advisors’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
2022
Q2 		– Sell
-15,118
Closed -$392K – 86
2022
Q1 		$392K Sell
15,118
-1,684
-10% -$43.9K 0.1% 60
2021
Q4 		$442K Buy
+16,802
New +$443K 0.12% 56

Other funds holding TDTT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Strategies Wealth Advisors's TDTT Position: Q2 2022 in Review

Strategies Wealth Advisors sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q2 2022, closing a stake of 15,118 shares — an estimated $392K sold.

Strategies Wealth Advisors first reported a position in TDTT in Q4 2021 and held it in 2 quarters. The position peaked at $442K in Q4 2021. 112 funds tracked by Wall St. Rank hold TDTT as of Q2 2022.

  • Strategies Wealth Advisors reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Strategies Wealth Advisors sold 15,118 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2022, an estimated $392K.
  • Strategies Wealth Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Strategies Wealth Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $442K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.