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B. Riley Wealth Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

B. Riley Wealth 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
2025
Q1 		– Sell
-33,419
Closed -$788K – 1415
2024
Q4 		$788K Sell
33,419
-2,461
-7% -$58.5K 0.03% 531
2024
Q3 		$863K Sell
35,880
-976
-3% -$23.2K 0.02% 542
2024
Q2 		$869K Buy
+36,856
New +$867K 0.02% 585
2024
Q1 		– Sell
-24,803
Closed -$586K – 1515
2023
Q4 		$586K Buy
+24,803
New +$578K 0.02% 737

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

B. Riley Wealth Advisors's TDTT Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q1 2025, closing a stake of 33,419 shares — an estimated $788K sold.

B. Riley Wealth Advisors first reported a position in TDTT in Q4 2023 and held it in 4 quarters. The position peaked at $869K in Q2 2024. 102 funds tracked by Wall St. Rank hold TDTT as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 33,419 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2025, an estimated $788K.
  • B. Riley Wealth Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2023 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $869K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.