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Focus Financial Network’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Focus Financial Network’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
Q4 		– Sell
-8,850
Closed -$215K – 765
2025
Q3 		$215K Sell
8,850
-2,384
-21% -$57.9K 0.01% 692
2025
Q2 		$272K Buy
11,234
+152
+1% +$3.67K 0.01% 601
2025
Q1 		$270K Sell
11,082
-375
-3% -$8.98K 0.01% 580
2024
Q4 		$270K Sell
11,457
-205
-2% -$4.87K 0.01% 582
2024
Q3 		$280K Sell
11,662
-3,340
-22% -$79.4K 0.01% 566
2024
Q2 		$355K Sell
15,002
-151
-1% -$3.55K 0.02% 485
2024
Q1 		$356K Sell
15,153
-310
-2% -$7.32K 0.02% 457
2023
Q4 		$365K Sell
15,463
-9,109
-37% -$212K 0.01% 524
2023
Q3 		$570K Sell
24,572
-3,448
-12% -$80.5K 0.03% 331
2023
Q2 		$659K Sell
28,020
-282
-1% -$6.72K 0.04% 299
2023
Q1 		$684K Buy
+28,302
New +$672K 0.04% 294

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $36.1B AUM 19.68% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Focus Financial Network's TDTT Position: Q4 2025 in Review

Focus Financial Network sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2025, closing a stake of 8,850 shares — an estimated $215K sold.

Focus Financial Network first reported a position in TDTT in Q1 2023 and held it in 11 quarters. The position peaked at $684K in Q1 2023. 111 funds tracked by Wall St. Rank hold TDTT as of Q4 2025.

  • Focus Financial Network reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2025 after selling out during the quarter.
  • Focus Financial Network sold 8,850 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2025, an estimated $215K.
  • Focus Financial Network first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2023 and held it in 11 quarters.
  • Focus Financial Network's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $684K in Q1 2023.
  • 111 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.