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

Focus Partners Wealth’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	$1.01M	Sell	41,485 -4,307	-9%	-$104K	﹤0.01%	1620
2025 Q4	$1.1M	Sell	45,792 -39,961	-47%	-$967K	﹤0.01%	1594
2025 Q3	$2.08M	Buy	85,753 +38,355	+81%	+$932K	﹤0.01%	1000
2025 Q2	$1.15M	Buy	+47,398	New	+$1.14M	﹤0.01%	1087
2025 Q1	–	Sell	-52,751	Closed	-$1.24M	–	2022
2024 Q4	$1.24M	Sell	52,751 -18,320	-26%	-$436K	﹤0.01%	992
2024 Q3	$1.71M	Sell	71,071 -19,327	-21%	-$459K	0.01%	810
2024 Q2	$2.13M	Sell	90,398 -13,445	-13%	-$316K	0.01%	639
2024 Q1	$2.47M	Buy	103,843 +3,309	+3%	+$78.2K	0.02%	446
2023 Q4	$2.38M	Buy	+100,534	New	+$2.34M	0.03%	327

Other funds holding TDTT

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

WPA

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

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

BCM

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 $530B AUM 22.01% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

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

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

Focus Partners Wealth's TDTT Position: Q1 2026 in Review

Focus Partners Wealth reduced its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 9.4% in Q1 2026, selling an estimated $104K and leaving 41,485 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Focus Partners Wealth first reported a position in TDTT in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2024. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

Focus Partners Wealth held 41,485 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $1.01M as of Q1 2026.
Focus Partners Wealth sold 4,307 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $104K.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1620 holding.
Focus Partners Wealth first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2023 and has held it in 9 quarters since.
Focus Partners Wealth's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $2.47M in Q1 2024.
109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.