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

Forza Wealth Management’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 Q3	–	Sell	-10,000	Closed	-$242K	–	197
2025 Q2	$242K	Sell	10,000 -4,000	-29%	-$96.5K	0.1%	175
2025 Q1	$341K	Hold	14,000	–	–	0.15%	141
2024 Q4	$330K	Hold	14,000	–	–	0.15%	145
2024 Q3	$337K	Hold	14,000	–	–	0.15%	143
2024 Q2	$330K	Hold	14,000	–	–	0.17%	138
2024 Q1	$333K	Hold	14,000	–	–	0.17%	137
2023 Q4	$331K	Hold	14,000	–	–	0.18%	134
2023 Q3	$325K	Hold	14,000	–	–	0.17%	146
2023 Q2	$329K	Hold	14,000	–	–	0.17%	148
2023 Q1	$338K	Hold	14,000	–	–	0.17%	143
2022 Q4	$329K	Buy	+14,000	New	+$330K	0.22%	112

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

5SA

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

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

Forza Wealth Management's TDTT Position: Q3 2025 in Review

Forza Wealth Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2025, closing a stake of 10,000 shares — an estimated $242K sold.

Forza Wealth Management first reported a position in TDTT in Q4 2022 and held it in 11 quarters. The position peaked at $341K in Q1 2025. 112 funds tracked by Wall St. Rank hold TDTT as of Q3 2025.

Forza Wealth Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2025 after selling out during the quarter.
Forza Wealth Management sold 10,000 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $242K.
Forza Wealth Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2022 and held it in 11 quarters.
Forza Wealth Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $341K in Q1 2025.
112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on Forza Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.