Cerity Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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 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 $757B AUM 28.64% 1-Year Est. Return

BIA

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

WPA

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

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

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Cerity Partners's TDTT Position: Q1 2026 in Review

Cerity Partners reduced its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 6.4% in Q1 2026, selling an estimated $37.3K and leaving 22,719 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Cerity Partners first reported a position in TDTT in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.9M in Q3 2023. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

Cerity Partners held 22,719 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $551K as of Q1 2026.
Cerity Partners sold 1,541 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $37.3K.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2231 holding.
Cerity Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2022 and has held it in 14 quarters since.
Cerity Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $13.9M in Q3 2023.
109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.