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Birchwood Financial Partners’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Birchwood Financial Partners’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 		$8.97K Hold
375
– – 0.01% 281
2026
Q1 		$9.09K Sell
375
-375
-50% -$9.06K 0.01% 279
2025
Q4 		$18K Buy
+750
New +$18.2K 0.02% 240

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 $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

Birchwood Financial Partners's TDTT Position: Q2 2026 in Review

Birchwood Financial Partners held its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) position steady in Q2 2026 at 375 shares worth $8.97K. The position accounts for 0.01% of the portfolio, ranked #281.

Birchwood Financial Partners first reported a position in TDTT in Q4 2025 and has held it in 3 quarters since. The position peaked at $18K in Q4 2025. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Birchwood Financial Partners held 375 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $8.97K as of Q2 2026.
  • Birchwood Financial Partners left its Northern Trust iBoxx 3-Year Target Duration TIPS ETF share count unchanged in Q2 2026.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #281 holding.
  • Birchwood Financial Partners first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $18K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.