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Wealthspire Advisors (Maryland)’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Sell
-6,400
Closed -$152K – 2591
2018
Q4 		$152K Sell
6,400
-8,200
-56% -$195K 0.01% 469
2018
Q3 		$350K Hold
14,600
– – 0.03% 318
2018
Q2 		$355K Hold
14,600
– – 0.03% 313
2018
Q1 		$356K Hold
14,600
– – 0.03% 319
2017
Q4 		$356K Hold
14,600
– – 0.03% 333
2017
Q3 		$359K Hold
14,600
– – 0.04% 317
2017
Q2 		$359K Buy
+14,600
New +$361K 0.04% 300

Other funds holding TDTT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TDTT Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2019, closing a stake of 6,400 shares — an estimated $152K sold.

Wealthspire Advisors (Maryland) first reported a position in TDTT in Q2 2017 and held it in 7 quarters. The position peaked at $359K in Q3 2017. 68 funds tracked by Wall St. Rank hold TDTT as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,400 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2019, an estimated $152K.
  • Wealthspire Advisors (Maryland) first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $359K in Q3 2017.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.