First Heartland Consultants’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

First Heartland Consultants’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	$849K	Buy	36,540 +822	+2%	+$19.4K	0.06%	239
2026 Q2	$854K	Buy	35,718 +5,784	+19%	+$140K	0.06%	241
2026 Q1	$726K	Buy	29,934 +12,747	+74%	+$308K	0.06%	233
2025 Q4	$414K	Buy	17,187 +6,335	+58%	+$153K	0.03%	329
2025 Q3	$264K	Buy	+10,852	New	+$264K	0.02%	430
2023 Q3	–	Sell	-20,791	Closed	-$489K	–	408
2023 Q2	$489K	Sell	20,791 -19,861	-49%	-$473K	0.06%	213
2023 Q1	$983K	Buy	40,652 +23,785	+141%	+$565K	0.15%	136
2022 Q4	$397K	Buy	16,867 +2,495	+17%	+$58.9K	0.06%	238
2022 Q3	$336K	Buy	+14,372	New	+$353K	0.03%	234

Other funds holding TDTT

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants's TDTT Position: Q3 2026 in Review

First Heartland Consultants increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 2.3% in Q3 2026, buying an estimated $19.4K and bringing the position to 36,540 shares worth $849K. The position accounts for 0.06% of the portfolio, ranked #239.

First Heartland Consultants first reported a position in TDTT in Q3 2022 and has held it in 9 quarters since. The position peaked at $983K in Q1 2023. 10 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

First Heartland Consultants held 36,540 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $849K as of Q3 2026.
First Heartland Consultants bought 822 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $19.4K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.06% of First Heartland Consultants's portfolio in Q3 2026, its #239 holding.
First Heartland Consultants first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2022 and has held it in 9 quarters since.
First Heartland Consultants's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $983K in Q1 2023.
10 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.