Cherry Tree Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Envestnet Asset Management

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

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

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

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