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Bell Investment Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Bell Investment 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
2026
Q2 		$49.2M Buy
2,056,091
+57,009
+3% +$1.38M 7.22% 4
2026
Q1 		$48.5M Buy
1,999,082
+45,901
+2% +$1.11M 7.58% 4
2025
Q4 		$47M Buy
1,953,181
+66,370
+4% +$1.61M 7.43% 4
2025
Q3 		$45.9M Buy
1,886,811
+66,096
+4% +$1.61M 7.5% 4
2025
Q2 		$44.1M Buy
1,820,715
+39,786
+2% +$960K 7.59% 4
2025
Q1 		$43.4M Buy
1,780,929
+13,057
+0.7% +$313K 8.02% 3
2024
Q4 		$41.7M Buy
1,767,872
+9,955
+0.6% +$237K 7.79% 3
2024
Q3 		$42.3M Buy
1,757,917
+45,827
+3% +$1.09M 7.75% 3
2024
Q2 		$40.4M Buy
1,712,090
+15,878
+0.9% +$374K 7.93% 3
2024
Q1 		$40.3M Buy
1,696,212
+70,894
+4% +$1.67M 7.87% 3
2023
Q4 		$38.4M Sell
1,625,318
-31,794
-2% -$740K 7.88% 4
2023
Q3 		$38.4M Sell
1,657,112
-357,563
-18% -$8.35M 8.61% 2
2023
Q2 		$47.4M Buy
2,014,675
+76,308
+4% +$1.82M 10.52% 1
2023
Q1 		$46.9M Buy
1,938,367
+113,836
+6% +$2.7M 10.96% 1
2022
Q4 		$42.9M Buy
1,824,531
+268,526
+17% +$6.34M 10.69% 1
2022
Q3 		$36.4M Sell
1,556,005
-6,561
-0.4% -$161K 11.3% 1
2022
Q2 		$38.8M Buy
+1,562,566
New +$39.6M 11.9% 1
2021
Q4 		$38.2M Buy
1,452,224
+126,147
+10% +$3.33M 10.48% 1
2021
Q3 		$34.9M Buy
+1,326,077
New +$35.1M 10.32% 1

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
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
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
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
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

Bell Investment Advisors's TDTT Position: Q2 2026 in Review

Bell Investment Advisors increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 2.9% in Q2 2026, buying an estimated $1.38M and bringing the position to 2,056,091 shares worth $49.2M. The position accounts for 7.22% of the portfolio, ranked #4.

Bell Investment Advisors first reported a position in TDTT in Q3 2021 and has held it in 19 quarters since. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Bell Investment Advisors held 2,056,091 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $49.2M as of Q2 2026.
  • Bell Investment Advisors bought 57,009 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $1.38M.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 7.22% of Bell Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Bell Investment Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2021 and has held it in 19 quarters since.
  • 120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.