FFT Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

FFT 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 Q1	$712K	Buy	29,361 +6,029	+26%	+$146K	0.13%	60
2025 Q4	$561K	Sell	23,332 -2,068	-8%	-$50.1K	0.11%	59
2025 Q3	$618K	Hold	25,400	–	–	0.11%	57
2025 Q2	$616K	Buy	25,400 +2,063	+9%	+$49.8K	0.12%	62
2025 Q1	$569K	Buy	23,337 +12,618	+118%	+$302K	0.12%	64
2024 Q4	$253K	Hold	10,719	–	–	0.02%	165
2024 Q3	$258K	Sell	10,719 -2,115	-16%	-$50.3K	0.02%	148
2024 Q2	$303K	Hold	12,834	–	–	0.03%	116
2024 Q1	$305K	Hold	12,834	–	–	0.03%	119
2023 Q4	$303K	Hold	12,834	–	–	0.03%	89
2023 Q3	$298K	Buy	+12,834	New	+$300K	0.04%	62

Other funds holding TDTT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

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

Envestnet Asset Management

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

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 $501B AUM 22.01% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return

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

MML Investors Services

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