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

Stratos 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
2018
Q4 		– Sell
-150
Closed -$4K – 2321
2018
Q3 		$4K Buy
+150
New +$3.61K ﹤0.01% 2553
2018
Q2 		– Sell
-149
Closed -$4K – 2401
2018
Q1 		$4K Buy
149
+57
+62% +$1.39K ﹤0.01% 2703
2017
Q4 		$2K Buy
+92
New +$2.25K ﹤0.01% 2636

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Stratos Wealth Partners's TDTT Position: Q4 2018 in Review

Stratos Wealth Partners sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2018, closing a stake of 150 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in TDTT in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 68 funds tracked by Wall St. Rank hold TDTT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 150 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $4K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.