F/M Investments’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

F/M Investments’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	-74,557	Closed	-$1.79M	–	435
2025 Q4	$1.79M	Buy	74,557 +8,970	+14%	+$217K	0.07%	251
2025 Q3	$1.6M	Buy	65,587 +20,046	+44%	+$487K	0.06%	267
2025 Q2	$1.1M	Buy	45,541 +14,013	+44%	+$338K	0.04%	283
2025 Q1	$769K	Hold	31,528	–	–	0.03%	309
2024 Q4	$744K	Buy	+31,528	New	+$750K	0.03%	307

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

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

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

F/M Investments's TDTT Position: Q1 2026 in Review

F/M Investments sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q1 2026, closing a stake of 74,557 shares — an estimated $1.79M sold.

F/M Investments first reported a position in TDTT in Q4 2024 and held it in 5 quarters. The position peaked at $1.79M in Q4 2025. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

F/M Investments reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 74,557 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2026, an estimated $1.79M.
F/M Investments first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2024 and held it in 5 quarters.
F/M Investments's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $1.79M in Q4 2025.
109 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.