Creative Planning’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Creative Planning’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 Q2	$2.86M	Sell	119,642 -3,888	-3%	-$94K	﹤0.01%	1817
2026 Q1	$2.99M	Sell	123,530 -2,552	-2%	-$61.7K	﹤0.01%	1576
2025 Q4	$3.03M	Buy	126,082 +117,519	+1,372%	+$2.84M	﹤0.01%	1374
2025 Q3	$208K	Buy	+8,563	New	+$208K	﹤0.01%	3449
2016 Q2	–	Sell	-2,402	Closed	-$59K	–	4518
2016 Q1	$59K	Buy	+2,402	New	+$58.6K	﹤0.01%	1981
2014 Q3	–	Sell	-1,000	Closed	-$25K	–	4151
2014 Q2	$25K	Buy	+1,000	New	+$25.1K	﹤0.01%	2360

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

WPA

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

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

BCM

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

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

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

5SA

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

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

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

Creative Planning's TDTT Position: Q2 2026 in Review

Creative Planning reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 3.1% in Q2 2026, selling an estimated $94K and leaving 119,642 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Creative Planning first reported a position in TDTT in Q2 2014 and has held it in 6 quarters since. The position peaked at $3.03M in Q4 2025. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Creative Planning held 119,642 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $2.86M as of Q2 2026.
Creative Planning sold 3,888 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $94K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1817 holding.
Creative Planning first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2014 and has held it in 6 quarters since.
Creative Planning's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $3.03M in Q4 2025.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.