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Bell Investment Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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
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 $757B AUM 28.64% 1-Year Est. Return
WPA
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
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
VA
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
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Bell Investment Advisors's TDTT Position: Q1 2026 in Review

Bell Investment Advisors increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 2.4% in Q1 2026, buying an estimated $1.11M and bringing the position to 1,999,082 shares worth $48.5M. The position accounts for 7.58% of the portfolio, ranked #4.

Bell Investment Advisors first reported a position in TDTT in Q3 2021 and has held it in 18 quarters since. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

  • Bell Investment Advisors held 1,999,082 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $48.5M as of Q1 2026.
  • Bell Investment Advisors bought 45,901 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $1.11M.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 7.58% of Bell Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • Bell Investment Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2021 and has held it in 18 quarters since.
  • 109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.