AWM
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Activest Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Activest Wealth Management’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 		$8.08K Buy
338
+7
+2% +$169 ﹤0.01% 624
2026
Q1 		$8.03K Hold
331
– – ﹤0.01% 731
2025
Q4 		$7.97K Buy
331
+4
+1% +$97 ﹤0.01% 703
2025
Q3 		$7.95K Buy
327
+4
+1% +$97 ﹤0.01% 560
2025
Q2 		$7.83K Buy
323
+5
+2% +$121 ﹤0.01% 477
2025
Q1 		$7.74K Buy
318
+1
+0.3% +$24 ﹤0.01% 445
2024
Q4 		$7.47K Buy
317
+3
+1% +$71 ﹤0.01% 345
2024
Q3 		$7.54K Buy
314
+3
+1% +$71 ﹤0.01% 337
2024
Q2 		$7.33K Buy
+311
New +$7.32K ﹤0.01% 319
2023
Q1 		– Sell
-496
Closed -$11.7K – 534
2022
Q4 		$11.7K Buy
496
+3
+0.6% +$71 ﹤0.01% 303
2022
Q3 		$12K Buy
493
+84
+21% +$2.06K ﹤0.01% 299
2022
Q2 		$10K Buy
+409
New +$10.4K 0.01% 203

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Activest Wealth Management's TDTT Position: Q2 2026 in Review

Activest Wealth Management increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 2.1% in Q2 2026, buying an estimated $169 and bringing the position to 338 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Activest Wealth Management first reported a position in TDTT in Q2 2022 and has held it in 12 quarters since. The position peaked at $12K in Q3 2022. 39 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Activest Wealth Management held 338 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $8.08K as of Q2 2026.
  • Activest Wealth Management bought 7 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $169.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #624 holding.
  • Activest Wealth Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2022 and has held it in 12 quarters since.
  • Activest Wealth Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $12K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.