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

TCI 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
2021 Q4	–	Sell	-400	Closed	-$11K	–	2517
2021 Q3	$11K	Hold	400	–	–	﹤0.01%	1062
2021 Q2	$11K	Hold	400	–	–	﹤0.01%	925
2021 Q1	$11K	Hold	400	–	–	﹤0.01%	827
2020 Q4	$10K	Hold	400	–	–	﹤0.01%	659
2020 Q3	$10K	Hold	400	–	–	﹤0.01%	591
2020 Q2	$10K	Hold	400	–	–	﹤0.01%	583
2020 Q1	$10K	Hold	400	–	–	﹤0.01%	575
2019 Q4	$10K	Hold	400	–	–	﹤0.01%	712
2019 Q3	$10K	Hold	400	–	–	﹤0.01%	650
2019 Q2	$10K	Hold	400	–	–	﹤0.01%	630
2019 Q1	$10K	Hold	400	–	–	﹤0.01%	638
2018 Q4	$10K	Hold	400	–	–	﹤0.01%	634
2018 Q3	$10K	Hold	400	–	–	﹤0.01%	639
2018 Q2	$10K	Hold	400	–	–	﹤0.01%	644
2018 Q1	$10K	Hold	400	–	–	﹤0.01%	627
2017 Q4	$10K	Hold	400	–	–	﹤0.01%	638
2017 Q3	$10K	Hold	400	–	–	﹤0.01%	603
2017 Q2	$10K	Hold	400	–	–	0.01%	598
2017 Q1	$10K	Hold	400	–	–	0.01%	584
2016 Q4	$10K	Hold	400	–	–	0.01%	635
2016 Q3	$10K	Hold	400	–	–	0.01%	584
2016 Q2	$10K	Hold	400	–	–	0.01%	581
2016 Q1	$10K	Buy	+400	New	+$9.77K	0.01%	586

Other funds holding TDTT

WPA

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return

TCI Wealth Advisors's TDTT Position: Q4 2021 in Review

TCI Wealth Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2021, closing a stake of 400 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in TDTT in Q1 2016 and held it in 23 quarters. The position peaked at $11K in Q3 2021. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2021.

TCI Wealth Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 400 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2021, an estimated $11K.
TCI Wealth Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2016 and held it in 23 quarters.
TCI Wealth Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $11K in Q3 2021.
103 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.