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

CX Institutional’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 Q3	$55K	Buy	2,388 +41	+2%	+$966	﹤0.01%	1000
2026 Q2	$56K	Buy	2,347 +44	+2%	+$1.06K	﹤0.01%	959
2026 Q1	$56K	Hold	2,303	–	–	﹤0.01%	956
2025 Q4	$55K	Buy	2,303 +32	+1%	+$775	﹤0.01%	958
2025 Q3	$55K	Buy	+2,271	New	+$55.2K	﹤0.01%	925

Other funds holding TDTT

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CX Institutional's TDTT Position: Q3 2026 in Review

CX Institutional increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 1.7% in Q3 2026, buying an estimated $966 and bringing the position to 2,388 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

CX Institutional first reported a position in TDTT in Q3 2025 and has held it in 5 quarters since. The position peaked at $56K in Q2 2026. 30 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

CX Institutional held 2,388 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $55K as of Q3 2026.
CX Institutional bought 41 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $966.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1000 holding.
CX Institutional first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2025 and has held it in 5 quarters since.
CX Institutional's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $56K in Q2 2026.
30 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.