Endowment Wealth Management
TDTT icon

Endowment Wealth Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Endowment Wealth Management’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 		$292K Buy
12,579
+2,765
+28% +$65.1K 0.1% 136
2026
Q2 		$235K Buy
9,814
+1,162
+13% +$28.1K 0.09% 151
2026
Q1 		$210K Buy
+8,652
New +$209K 0.09% 153
2024
Q4 		– Sell
-8,385
Closed -$202K – 149
2024
Q3 		$202K Sell
8,385
-375
-4% -$8.91K 0.13% 127
2024
Q2 		$207K Sell
8,760
-469
-5% -$11K 0.15% 116
2024
Q1 		$219K Sell
9,229
-2,266
-20% -$53.5K 0.16% 117
2023
Q4 		$272K Sell
11,495
-2,588
-18% -$60.3K 0.23% 101
2023
Q3 		$327K Sell
14,083
-749
-5% -$17.5K 0.29% 83
2023
Q2 		$349K Sell
14,832
-503
-3% -$12K 0.32% 84
2023
Q1 		$371K Sell
15,335
-201
-1% -$4.77K 0.37% 69
2022
Q4 		$365K Buy
15,536
+58
+0.4% +$1.37K 0.4% 65
2022
Q3 		$362K Buy
15,478
+1,046
+7% +$25.7K 0.44% 66
2022
Q2 		$358K Buy
14,432
+2,786
+24% +$70.7K 0.43% 61
2022
Q1 		$302K Buy
11,646
+1,042
+10% +$27.2K 0.32% 74
2021
Q4 		$279K Buy
+10,604
New +$280K 0.28% 71

Other funds holding TDTT

Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Boltwood Capital Management
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
5th Street Advisors
5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Endowment Wealth Management's TDTT Position: Q3 2026 in Review

Endowment Wealth Management increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 28% in Q3 2026, buying an estimated $65.1K and bringing the position to 12,579 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #136.

Endowment Wealth Management first reported a position in TDTT in Q4 2021 and has held it in 15 quarters since. The position peaked at $371K in Q1 2023. 60 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

  • Endowment Wealth Management held 12,579 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $292K as of Q3 2026.
  • Endowment Wealth Management bought 2,765 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $65.1K.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.1% of Endowment Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Endowment Wealth Management first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2021 and has held it in 15 quarters since.
  • Endowment Wealth Management's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $371K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.