Cherry Tree Wealth Management
TDTT icon

Cherry Tree Wealth Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Cherry Tree Wealth 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
Q3 		$290K Sell
12,479
-2,029
-14% -$47.8K 0.05% 133
2026
Q2 		$347K Hold
14,508
– – 0.07% 124
2026
Q1 		$352K Sell
14,508
-2,675
-16% -$64.7K 0.07% 116
2025
Q4 		$413K Sell
17,183
-269
-2% -$6.51K 0.09% 109
2025
Q3 		$425K Hold
17,452
– – 0.09% 105
2025
Q2 		$423K Hold
17,452
– – 0.1% 104
2025
Q1 		$425K Hold
17,452
– – 0.1% 104
2024
Q4 		$412K Buy
17,452
+1,324
+8% +$31.5K 0.1% 106
2024
Q3 		$388K Hold
16,128
– – 0.09% 113
2024
Q2 		$380K Sell
16,128
-1,272
-7% -$29.9K 0.1% 109
2024
Q1 		$413K Hold
17,400
– – 0.1% 100
2023
Q4 		$411K Buy
17,400
+6,566
+61% +$153K 0.11% 101
2023
Q3 		$251K Buy
10,834
+1,724
+19% +$40.3K 0.07% 130
2023
Q2 		$214K Buy
+9,110
New +$217K 0.06% 135

Other funds holding TDTT

West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Boltwood Capital Management
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Cherry Tree Wealth Management's TDTT Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 14% in Q3 2026, selling an estimated $47.8K and leaving 12,479 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #133.

Cherry Tree Wealth Management first reported a position in TDTT in Q2 2023 and has held it in 14 quarters since. The position peaked at $425K in Q1 2025. 30 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

  • Cherry Tree Wealth Management held 12,479 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $290K as of Q3 2026.
  • Cherry Tree Wealth Management sold 2,029 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $47.8K.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #133 holding.
  • Cherry Tree Wealth Management first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $425K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.