Burt Wealth Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Burt Wealth Advisors’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 Q3	$3.01M	Sell	123,732 -3,104	-2%	-$75.4K	0.74%	25
2025 Q2	$3.07M	Sell	126,836 -1,766	-1%	-$42.6K	0.7%	25
2025 Q1	$3.14M	Sell	128,602 -8,110	-6%	-$194K	0.79%	24
2024 Q4	$3.23M	Sell	136,712 -6,525	-5%	-$155K	0.82%	23
2024 Q3	$3.44M	Sell	143,237 -1,989	-1%	-$47.3K	0.85%	23
2024 Q2	$3.43M	Sell	145,226 -2,252	-2%	-$53K	0.9%	23
2024 Q1	$3.5M	Sell	147,478 -525	-0.4%	-$12.4K	0.89%	22
2023 Q4	$3.5M	Buy	+148,003	New	+$3.45M	1%	21
2016 Q3	–	Sell	-737	Closed	-$18K	–	425
2016 Q2	$18K	Hold	737	–	–	0.02%	229
2016 Q1	$18K	Hold	737	–	–	0.02%	260
2015 Q4	$17K	Hold	737	–	–	0.01%	225
2015 Q3	$17K	Hold	737	–	–	0.02%	200
2015 Q2	$18K	Buy	+737	New	+$18.1K	0.02%	218

Other funds holding TDTT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Burt Wealth Advisors's TDTT Position: Q3 2025 in Review

Burt Wealth Advisors reduced its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 2.4% in Q3 2025, selling an estimated $75.4K and leaving 123,732 shares worth $3.01M. The position accounts for 0.74% of the portfolio, ranked #25.

Burt Wealth Advisors first reported a position in TDTT in Q2 2015 and has held it in 13 quarters since. The position peaked at $3.5M in Q1 2024. 112 funds tracked by Wall St. Rank hold TDTT as of Q3 2025.

Burt Wealth Advisors held 123,732 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $3.01M as of Q3 2025.
Burt Wealth Advisors sold 3,104 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $75.4K.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.74% of Burt Wealth Advisors's portfolio in Q3 2025, its #25 holding.
Burt Wealth Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2015 and has held it in 13 quarters since.
Burt Wealth Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $3.5M in Q1 2024.
112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.