Focus Partners Wealth’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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 Q2	$789K	Sell	33,011 -8,474	-20%	-$205K	﹤0.01%	1736
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 $860B AUM 41.15% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Focus Partners Wealth's TDTT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 20% in Q2 2026, selling an estimated $205K and leaving 33,011 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Focus Partners Wealth first reported a position in TDTT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.47M in Q1 2024. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Focus Partners Wealth held 33,011 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $789K as of Q2 2026.
Focus Partners Wealth sold 8,474 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $205K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1736 holding.
Focus Partners Wealth first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $2.47M in Q1 2024.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.