CIA
TDTT icon

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

Concurrent Investment 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
Q3 		– Sell
-9,539
Closed -$231K – 1600
2025
Q2 		$231K Buy
+9,539
New +$230K ﹤0.01% 1197

Other funds holding TDTT

Northern Trust
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
VA
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Concurrent Investment Advisors's TDTT Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2025, closing a stake of 9,539 shares — an estimated $231K sold.

Concurrent Investment Advisors first reported a position in TDTT in Q2 2025 and held it in 1 quarter. The position peaked at $231K in Q2 2025. 112 funds tracked by Wall St. Rank hold TDTT as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 9,539 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $231K.
  • Concurrent Investment Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $231K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.