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

Cerity Partners’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	$454K	Sell	18,970 -3,749	-17%	-$90.7K	﹤0.01%	2495
2026 Q1	$551K	Sell	22,719 -1,541	-6%	-$37.3K	﹤0.01%	2231
2025 Q4	$584K	Sell	24,260 -12,705	-34%	-$308K	﹤0.01%	2004
2025 Q3	$899K	Sell	36,965 -1,942	-5%	-$47.2K	﹤0.01%	1644
2025 Q2	$943K	Sell	38,907 -3,476	-8%	-$83.9K	﹤0.01%	1541
2025 Q1	$1.03M	Sell	42,383 -13,093	-24%	-$314K	﹤0.01%	1412
2024 Q4	$1.31M	Sell	55,476 -17,099	-24%	-$407K	﹤0.01%	1294
2024 Q3	$1.75M	Buy	72,575 +13,082	+22%	+$311K	﹤0.01%	1150
2024 Q2	$1.4M	Sell	59,493 -757	-1%	-$17.8K	﹤0.01%	1078
2024 Q1	$1.43M	Buy	60,250 +4,253	+8%	+$100K	﹤0.01%	1119
2023 Q4	$1.32M	Sell	55,997 -544,575	-91%	-$12.7M	﹤0.01%	897
2023 Q3	$13.9M	Buy	600,572 +588,251	+4,774%	+$13.7M	0.07%	245
2023 Q2	$290K	Buy	12,321 +223	+2%	+$5.32K	﹤0.01%	1406
2023 Q1	$292K	Sell	12,098 -1,696	-12%	-$40.3K	﹤0.01%	1541
2022 Q4	$324K	Buy	+13,794	New	+$326K	﹤0.01%	1116

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

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

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

Cerity Partners's TDTT Position: Q2 2026 in Review

Cerity Partners reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 17% in Q2 2026, selling an estimated $90.7K and leaving 18,970 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

Cerity Partners first reported a position in TDTT in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.9M in Q3 2023. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Cerity Partners held 18,970 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $454K as of Q2 2026.
Cerity Partners sold 3,749 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $90.7K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2495 holding.
Cerity Partners first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2022 and has held it in 15 quarters since.
Cerity Partners's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $13.9M in Q3 2023.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.