FHC
TDTT icon

First Heartland Consultants’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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
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 		$336 Buy
+14,372
New +$353K 0.03% 234

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

First Heartland Consultants's TDTT Position: Q2 2026 in Review

First Heartland Consultants increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 19% in Q2 2026, buying an estimated $140K and bringing the position to 35,718 shares worth $854K. The position accounts for 0.06% of the portfolio, ranked #241.

First Heartland Consultants first reported a position in TDTT in Q3 2022 and has held it in 8 quarters since. The position peaked at $983K in Q1 2023. 28 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • First Heartland Consultants held 35,718 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $854K as of Q2 2026.
  • First Heartland Consultants bought 5,784 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $140K.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.06% of First Heartland Consultants's portfolio in Q2 2026, its #241 holding.
  • First Heartland Consultants first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2022 and has held it in 8 quarters since.
  • First Heartland Consultants's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $983K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.