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

Ten Capital 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
2023
Q2 		$447K Buy
+19,000
New +$453K 0.13% 66

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ten Capital Wealth Advisors's TDTT Position: Q2 2023 in Review

Ten Capital Wealth Advisors opened a new position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2023: 19,000 shares worth $447K. The stake represents 0.13% of the portfolio and ranks #66 among its holdings.

110 funds tracked by Wall St. Rank hold TDTT as of Q2 2023.

  • Ten Capital Wealth Advisors held 19,000 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $447K as of Q2 2023.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund was a new Ten Capital Wealth Advisors position in Q2 2023.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.13% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #66 holding.
  • 110 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.