AE Wealth Management
TDTT icon

AE Wealth Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

AE 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
Q1 		– Sell
-65
Closed -$1.56K – 2699
2025
Q4 		$1.56K Buy
+65
New +$1.57K ﹤0.01% 2356
2025
Q1 		– Sell
-139
Closed -$3.27K – 2271
2024
Q4 		$3.27K Buy
+139
New +$3.31K ﹤0.01% 1956

Other funds holding TDTT

Northern Trust
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 $586M AUM 14.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AE Wealth Management's TDTT Position: Q1 2026 in Review

AE Wealth Management sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q1 2026, closing a stake of 65 shares — an estimated $1.56K sold.

AE Wealth Management first reported a position in TDTT in Q4 2024 and held it in 2 quarters. The position peaked at $3.27K in Q4 2024. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

  • AE Wealth Management reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 65 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2026, an estimated $1.56K.
  • AE Wealth Management first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $3.27K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.