TFF
TDTT icon

The Family Firm’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

The Family Firm’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
2017
Q4 		– Sell
-10,000
Closed -$246K – 133
2017
Q3 		$246K Hold
10,000
– – 0.1% 106
2017
Q2 		$246K Buy
+10,000
New +$247K 0.11% 104

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

The Family Firm's TDTT Position: Q4 2017 in Review

The Family Firm sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2017, closing a stake of 10,000 shares — an estimated $246K sold.

The Family Firm first reported a position in TDTT in Q2 2017 and held it in 2 quarters. The position peaked at $246K in Q3 2017. 65 funds tracked by Wall St. Rank hold TDTT as of Q4 2017.

  • The Family Firm reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2017 after selling out during the quarter.
  • The Family Firm sold 10,000 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2017, an estimated $246K.
  • The Family Firm first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2017 and held it in 2 quarters.
  • The Family Firm's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $246K in Q3 2017.
  • 65 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2017.

Based on The Family Firm's 13F filing for Q4 2017, filed 7 Feb 2018.