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Bolthouse Investments’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Bolthouse Investments’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
-52,214
Closed -$1.23M – 79
2024
Q4 		$1.23M Buy
+52,214
New +$1.24M 1.14% 20

Other funds holding TDTT

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BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $36.1B AUM 19.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Bolthouse Investments's TDTT Position: Q1 2025 in Review

Bolthouse Investments sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2025, closing a stake of 52,214 shares — an estimated $1.23M sold.

Bolthouse Investments first reported a position in TDTT in Q4 2024 and held it in 1 quarter. The position peaked at $1.23M in Q4 2024. 102 funds tracked by Wall St. Rank hold TDTT as of Q1 2025.

  • Bolthouse Investments reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2025 after selling out during the quarter.
  • Bolthouse Investments sold 52,214 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2025, an estimated $1.23M.
  • Bolthouse Investments first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2024 and held it in 1 quarter.
  • Bolthouse Investments's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $1.23M in Q4 2024.
  • 102 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2025.

Based on Bolthouse Investments's 13F filing for Q1 2025, filed 29 Apr 2025.