Centaurus Financial’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Centaurus Financial’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 Q1	–	Sell	-5,586	Closed	-$134K	–	1134
2025 Q4	$134K	Buy	5,586 +253	+5%	+$6.12K	0.01%	936
2025 Q3	$130K	Hold	5,333	–	–	0.01%	942
2025 Q2	$129K	Sell	5,333 -697	-12%	-$16.8K	0.01%	869
2025 Q1	$147K	Sell	6,030 -245	-4%	-$5.87K	0.01%	771
2024 Q4	$148K	Buy	6,275 +755	+14%	+$18K	0.01%	759
2024 Q3	$133K	Buy	5,520 +110	+2%	+$2.62K	0.01%	762
2024 Q2	$128K	Buy	+5,410	New	+$127K	0.01%	721
2021 Q2	–	Sell	-32,026	Closed	-$845K	–	934
2021 Q1	$845K	Buy	+32,026	New	+$842K	0.08%	264

Other funds holding TDTT

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Centaurus Financial's TDTT Position: Q1 2026 in Review

Centaurus Financial sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q1 2026, closing a stake of 5,586 shares — an estimated $134K sold.

Centaurus Financial first reported a position in TDTT in Q1 2021 and held it in 8 quarters. The position peaked at $845K in Q1 2021. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

Centaurus Financial reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2026 after selling out during the quarter.
Centaurus Financial sold 5,586 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2026, an estimated $134K.
Centaurus Financial first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q1 2021 and held it in 8 quarters.
Centaurus Financial's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $845K in Q1 2021.
109 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.