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

Valeo Financial 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
Q2 		– Sell
-95
Closed -$3K – 1684
2021
Q1 		$3K Hold
95
– – ﹤0.01% 1726
2020
Q4 		$2K Hold
95
– – ﹤0.01% 1545
2020
Q3 		$2K Hold
95
– – ﹤0.01% 1433
2020
Q2 		$2K Hold
95
– – ﹤0.01% 1800
2020
Q1 		$2K Hold
95
– – ﹤0.01% 1581
2019
Q4 		$2K Buy
+95
New +$2.34K ﹤0.01% 1487

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's TDTT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2021, closing a stake of 95 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in TDTT in Q4 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 83 funds tracked by Wall St. Rank hold TDTT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 95 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $3K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.