BOK Financial Private Wealth’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

BOK Financial Private Wealth’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	$578K	Buy	+24,190	New	+$585K	0.03%	115
2018 Q2	–	Sell	-11,041	Closed	-$269K	–	120
2018 Q1	$269K	Hold	11,041	–	–	0.04%	94
2017 Q4	$269K	Hold	11,041	–	–	0.04%	101
2017 Q3	$271K	Sell	11,041 -8,333	-43%	-$205K	0.04%	95
2017 Q2	$476K	Buy	+19,374	New	+$478K	0.07%	68

Other funds holding TDTT

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

BOK Financial Private Wealth's TDTT Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q2 2026: 24,190 shares worth $578K. The stake represents 0.03% of the portfolio and ranks #115 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in TDTT as recently as Q1 2018.

BOK Financial Private Wealth first reported a position in TDTT in Q2 2017 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

BOK Financial Private Wealth held 24,190 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $578K as of Q2 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF was a new BOK Financial Private Wealth position in Q2 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.03% of BOK Financial Private Wealth's portfolio in Q2 2026, its #115 holding.
BOK Financial Private Wealth first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2017 and has held it in 5 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 BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.