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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
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

Northern Trust
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cherry Tree Wealth Management's TDTT Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 16% in Q1 2026, selling an estimated $64.7K and leaving 14,508 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #116.

Cherry Tree Wealth Management first reported a position in TDTT in Q2 2023 and has held it in 12 quarters since. The position peaked at $425K in Q1 2025. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

  • Cherry Tree Wealth Management held 14,508 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $352K as of Q1 2026.
  • Cherry Tree Wealth Management sold 2,675 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2026, an estimated $64.7K.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #116 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 12 quarters since.
  • Cherry Tree Wealth Management's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $425K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.