Boltwood Capital Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

Boltwood Capital Management increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (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. 15 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Boltwood Capital Management held 995,568 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $23.8M as of Q2 2026.
Boltwood Capital Management bought 90,280 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $2.18M.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 5.45% of Boltwood Capital Management's portfolio in Q2 2026, its #2 holding.
Boltwood Capital Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2022 and has held it in 17 quarters since.
15 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.