5th Street Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

5th Street 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
2026 Q2	$18M	Buy	751,610 +212,928	+40%	+$5.15M	6.84%	4
2026 Q1	$13.1M	Buy	538,682 +29,946	+6%	+$724K	5.62%	4
2025 Q4	$12.2M	Buy	508,736 +19,561	+4%	+$473K	5.72%	4
2025 Q3	$11.9M	Buy	489,175 +9,581	+2%	+$233K	5.89%	5
2025 Q2	$11.6M	Sell	479,594 -8,108	-2%	-$196K	5.77%	6
2025 Q1	$11.9M	Buy	487,702 +53,897	+12%	+$1.29M	5.73%	6
2024 Q4	$10.2M	Buy	+433,805	New	+$10.3M	5.32%	7

Other funds holding TDTT

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

5th Street Advisors's TDTT Position: Q2 2026 in Review

5th Street Advisors increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 40% in Q2 2026, buying an estimated $5.15M and bringing the position to 751,610 shares worth $18M. The position accounts for 6.84% of the portfolio, ranked #4.

5th Street Advisors first reported a position in TDTT in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

5th Street Advisors held 751,610 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $18M as of Q2 2026.
5th Street Advisors bought 212,928 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $5.15M.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 6.84% of 5th Street Advisors's portfolio in Q2 2026, its #4 holding.
5th Street Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2024 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on 5th Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.