Clearstead Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Clearstead Advisors’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 Q2	–	Sell	-17,929	Closed	-$437K	–	2872
2025 Q1	$437K	Buy	+17,929	New	+$429K	0.01%	612
2024 Q4	–	Sell	-314	Closed	-$7.55K	–	2185
2024 Q3	$7.55K	Hold	314	–	–	﹤0.01%	1637
2024 Q2	$7.41K	Buy	+314	New	+$7.39K	﹤0.01%	1605
2021 Q1	–	Sell	-1,057	Closed	-$28K	–	1177
2020 Q4	$28K	Hold	1,057	–	–	﹤0.01%	583
2020 Q3	$27K	Buy	+1,057	New	+$27.1K	﹤0.01%	554

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

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

WPA

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

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

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

BCM

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

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

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

5SA

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

Clearstead Advisors's TDTT Position: Q2 2025 in Review

Clearstead Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2025, closing a stake of 17,929 shares — an estimated $437K sold.

Clearstead Advisors first reported a position in TDTT in Q3 2020 and held it in 5 quarters. The position peaked at $437K in Q1 2025. 102 funds tracked by Wall St. Rank hold TDTT as of Q2 2025.

Clearstead Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 17,929 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2025, an estimated $437K.
Clearstead Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2020 and held it in 5 quarters.
Clearstead Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $437K in Q1 2025.
102 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.