CIBC Private Wealth Group’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$164K	Buy	6,797 +1,546	+29%	+$37.4K	﹤0.01%	1287
2025 Q3	$128K	Hold	5,251	–	–	﹤0.01%	1380
2025 Q2	$127K	Sell	5,251 -475	-8%	-$11.5K	﹤0.01%	1297
2025 Q1	$138K	Buy	5,726 +5,251	+1,105%	+$126K	﹤0.01%	1218
2024 Q4	$11.2K	Hold	475	–	–	﹤0.01%	2240
2024 Q3	$11.4K	Hold	475	–	–	﹤0.01%	2366
2024 Q2	$11.2K	Hold	475	–	–	﹤0.01%	2253
2024 Q1	$11.2K	Buy	+475	New	+$11.2K	﹤0.01%	2233
2020 Q2	–	Sell	-28,346	Closed	-$697K	–	796
2020 Q1	$697K	Buy	28,346 +1,339	+5%	+$33.1K	﹤0.01%	568
2019 Q4	$667K	Hold	27,007	–	–	﹤0.01%	660
2019 Q3	$664K	Hold	27,007	–	–	﹤0.01%	644
2019 Q2	$667K	Hold	27,007	–	–	﹤0.01%	654
2019 Q1	$657K	Hold	27,007	–	–	﹤0.01%	666
2018 Q4	$643K	Hold	27,007	–	–	﹤0.01%	639
2018 Q3	$647K	Hold	27,007	–	–	﹤0.01%	722
2018 Q2	$656K	Hold	27,007	–	–	﹤0.01%	717
2018 Q1	$659K	Hold	27,007	–	–	﹤0.01%	724
2017 Q4	$658K	Hold	27,007	–	–	﹤0.01%	730
2017 Q3	$663K	Hold	27,007	–	–	﹤0.01%	722
2017 Q2	$663K	Hold	27,007	–	–	﹤0.01%	512
2017 Q1	$674K	Hold	27,007	–	–	﹤0.01%	495
2016 Q4	$667K	Buy	+27,007	New	+$668K	﹤0.01%	491

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

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

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

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIBC Private Wealth Group's TDTT Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 29% in Q4 2025, buying an estimated $37.4K and bringing the position to 6,797 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

CIBC Private Wealth Group first reported a position in TDTT in Q4 2016 and has held it in 22 quarters since. The position peaked at $697K in Q1 2020. 111 funds tracked by Wall St. Rank hold TDTT as of Q4 2025.

CIBC Private Wealth Group held 6,797 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $164K as of Q4 2025.
CIBC Private Wealth Group bought 1,546 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2025, an estimated $37.4K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1287 holding.
CIBC Private Wealth Group first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2016 and has held it in 22 quarters since.
CIBC Private Wealth Group's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $697K in Q1 2020.
111 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.