Dynamic Advisor Solutions’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Dynamic Advisor Solutions’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 Q1	–	Sell	-12,535	Closed	-$302K	–	993
2025 Q4	$302K	Sell	12,535 -2,087	-14%	-$50.5K	0.01%	779
2025 Q3	$356K	Hold	14,622	–	–	0.01%	724
2025 Q2	$354K	Sell	14,622 -7,517	-34%	-$181K	0.01%	692
2025 Q1	$540K	Sell	22,139 -1,905	-8%	-$45.6K	0.02%	565
2024 Q4	$567K	Sell	24,044 -61,673	-72%	-$1.47M	0.02%	405
2024 Q3	$2.06M	Sell	85,717 -62,230	-42%	-$1.48M	0.06%	289
2024 Q2	$3.49M	Sell	147,947 -29,153	-16%	-$686K	0.11%	215
2024 Q1	$4.21M	Sell	177,100 -69,490	-28%	-$1.64M	0.14%	188
2023 Q4	$5.8M	Sell	246,590 -52,440	-18%	-$1.22M	0.22%	126
2023 Q3	$6.93M	Sell	299,030 -23,769	-7%	-$555K	0.33%	78
2023 Q2	$7.6M	Sell	322,799 -50,980	-14%	-$1.22M	0.39%	51
2023 Q1	$9.03M	Buy	+373,779	New	+$8.87M	0.53%	33

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

WPA

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

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

BCM

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

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

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

5SA

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

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

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

Dynamic Advisor Solutions's TDTT Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2026, closing a stake of 12,535 shares — an estimated $302K sold.

Dynamic Advisor Solutions first reported a position in TDTT in Q1 2023 and held it in 12 quarters. The position peaked at $9.03M in Q1 2023. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

Dynamic Advisor Solutions reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 12,535 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $302K.
Dynamic Advisor Solutions first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 12 quarters.
Dynamic Advisor Solutions's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $9.03M in Q1 2023.
109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.