Activest Wealth Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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

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

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 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

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

Activest Wealth Management increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

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

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