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Wealthcare Advisory Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Wealthcare Advisory Partners’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
2025
Q1 		– Sell
-16,136
Closed -$381K – 949
2024
Q4 		$381K Sell
16,136
-1,397
-8% -$33.2K 0.01% 640
2024
Q3 		$422K Sell
17,533
-601
-3% -$14.3K 0.01% 610
2024
Q2 		$428K Buy
18,134
+1,003
+6% +$23.6K 0.01% 568
2024
Q1 		$407K Sell
17,131
-21,019
-55% -$497K 0.01% 581
2023
Q4 		$901K Buy
38,150
+4,242
+13% +$98.8K 0.04% 335
2023
Q3 		$786K Buy
33,908
+1,531
+5% +$35.8K 0.04% 324
2023
Q2 		$762K Buy
32,377
+7,872
+32% +$188K 0.03% 353
2023
Q1 		$592K Buy
24,505
+15,571
+174% +$370K 0.03% 409
2022
Q4 		$210K Buy
+8,934
New +$211K 0.01% 643

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Wealthcare Advisory Partners's TDTT Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2025, closing a stake of 16,136 shares — an estimated $381K sold.

Wealthcare Advisory Partners first reported a position in TDTT in Q4 2022 and held it in 9 quarters. The position peaked at $901K in Q4 2023. 102 funds tracked by Wall St. Rank hold TDTT as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 16,136 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2025, an estimated $381K.
  • Wealthcare Advisory Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2022 and held it in 9 quarters.
  • Wealthcare Advisory Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $901K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.