Allworth Financial’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Allworth Financial’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	$33.8K	Hold	1,395	–	–	﹤0.01%	2611
2025 Q4	$33.6K	Hold	1,395	–	–	﹤0.01%	2469
2025 Q3	$33.9K	Hold	1,395	–	–	﹤0.01%	2379
2025 Q2	$33.8K	Sell	1,395 -148	-10%	-$3.57K	﹤0.01%	2184
2025 Q1	$37.4K	Buy	1,543 +1,247	+421%	+$29.9K	﹤0.01%	1702
2024 Q4	$7.03K	Sell	296 -331	-53%	-$7.87K	﹤0.01%	2598
2024 Q3	$15.1K	Buy	627 +331	+112%	+$7.87K	﹤0.01%	2080
2024 Q2	$6.98K	Hold	296	–	–	﹤0.01%	2367
2024 Q1	$7.03K	Sell	296 -3,928	-93%	-$92.8K	﹤0.01%	2259
2023 Q4	$99.8K	Buy	+4,224	New	+$98.4K	﹤0.01%	940

Other funds holding TDTT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return