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

U.S. 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
Q1 		– Sell
-506
Closed -$11.9K – 1430
2022
Q4 		$11.9K Buy
+506
New +$11.9K ﹤0.01% 1235

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 $2.09B AUM 16.49% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

U.S. Capital Wealth Advisors's TDTT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2023, closing a stake of 506 shares — an estimated $11.9K sold.

U.S. Capital Wealth Advisors first reported a position in TDTT in Q4 2022 and held it in 1 quarter. The position peaked at $11.9K in Q4 2022. 119 funds tracked by Wall St. Rank hold TDTT as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 506 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2023, an estimated $11.9K.
  • U.S. Capital Wealth Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $11.9K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.