Corient Private Wealth
TDTT icon

Corient Private Wealth’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Corient Private Wealth’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
-11,912
Closed -$290K – 2535
2025
Q1 		$290K Buy
+11,912
New +$285K ﹤0.01% 1872

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

Corient Private Wealth's TDTT Position: Q2 2025 in Review

Corient Private Wealth sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2025, closing a stake of 11,912 shares — an estimated $290K sold.

Corient Private Wealth first reported a position in TDTT in Q1 2025 and held it in 1 quarter. The position peaked at $290K in Q1 2025. 102 funds tracked by Wall St. Rank hold TDTT as of Q2 2025.

  • Corient Private Wealth reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 11,912 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2025, an estimated $290K.
  • Corient Private Wealth first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2025 and held it in 1 quarter.
  • Corient Private Wealth's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $290K 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 Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.