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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
CA
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
HF
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LA
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. 16 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.
  • 16 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.