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Boltwood Capital Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Boltwood Capital Management’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 		$23.8M Buy
995,568
+90,280
+10% +$2.18M 5.45% 2
2026
Q1 		$21.9M Buy
905,288
+116,606
+15% +$2.82M 5.6% 2
2025
Q4 		$19M Buy
788,682
+49,551
+7% +$1.2M 4.93% 2
2025
Q3 		$18M Buy
739,131
+55,349
+8% +$1.34M 4.79% 2
2025
Q2 		$16.6M Buy
683,782
+40,448
+6% +$976K 4.71% 2
2025
Q1 		$15.7M Buy
643,334
+77,705
+14% +$1.86M 4.77% 2
2024
Q4 		$13.3M Buy
565,629
+27,613
+5% +$657K 4.07% 2
2024
Q3 		$12.9M Buy
538,016
+37,159
+7% +$883K 3.83% 3
2024
Q2 		$11.8M Buy
500,857
+102,112
+26% +$2.4M 3.69% 4
2024
Q1 		$9.47M Buy
398,745
+111,264
+39% +$2.63M 2.93% 6
2023
Q4 		$6.79M Buy
287,481
+235,741
+456% +$5.49M 2.25% 8
2023
Q3 		$1.2M Sell
51,740
-21,250
-29% -$496K 0.44% 58
2023
Q2 		$1.72M Sell
72,990
-23,525
-24% -$561K 0.62% 46
2023
Q1 		$2.33M Sell
96,515
-2,570
-3% -$61K 0.87% 33
2022
Q4 		$2.33M Sell
99,085
-5,935
-6% -$140K 0.95% 30
2022
Q3 		$2.46M Sell
105,020
-1,775
-2% -$43.6K 1.12% 22
2022
Q2 		$2.65M Buy
+106,795
New +$2.71M 1.15% 23

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
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

Boltwood Capital Management's TDTT Position: Q2 2026 in Review

Boltwood Capital Management increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 10% in Q2 2026, buying an estimated $2.18M and bringing the position to 995,568 shares worth $23.8M. The position accounts for 5.45% of the portfolio, ranked #2.

Boltwood Capital Management first reported a position in TDTT in Q2 2022 and has held it in 17 quarters since. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Boltwood Capital Management held 995,568 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $23.8M as of Q2 2026.
  • Boltwood Capital Management bought 90,280 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $2.18M.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 5.45% of Boltwood Capital Management's portfolio in Q2 2026, its #2 holding.
  • Boltwood Capital Management first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2022 and has held it in 17 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 Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.