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

EP Wealth Advisors’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
Q1 		– Sell
-6,926
Closed -$163K – 1369
2024
Q4 		$163K Buy
+6,926
New +$165K ﹤0.01% 1127

Other funds holding TDTT

Northern Trust
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $49B AUM 25.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return

EP Wealth Advisors's TDTT Position: Q1 2025 in Review

EP Wealth Advisors sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q1 2025, closing a stake of 6,926 shares — an estimated $163K sold.

EP Wealth Advisors first reported a position in TDTT in Q4 2024 and held it in 1 quarter. The position peaked at $163K in Q4 2024. 102 funds tracked by Wall St. Rank hold TDTT as of Q1 2025.

  • EP Wealth Advisors reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 6,926 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2025, an estimated $163K.
  • EP Wealth Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $163K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.