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

Freedom Investment 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	-27,976	Closed	-$678K	–	643
2025 Q2	$678K	Buy	27,976 +1,440	+5%	+$34.7K	0.05%	357
2025 Q1	$647K	Buy	26,536 +12,080	+84%	+$289K	0.05%	352
2024 Q4	$341K	Sell	14,456 -23	-0.2%	-$547	0.03%	550
2024 Q3	$348K	Sell	14,479 -27	-0.2%	-$642	0.03%	553
2024 Q2	$342K	Buy	14,506 +360	+3%	+$8.47K	0.03%	543
2024 Q1	$336K	Sell	14,146 -176	-1%	-$4.16K	0.03%	562
2023 Q4	$338K	Buy	+14,322	New	+$334K	0.03%	559

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 $596M AUM 22.29% 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

Freedom Investment Management's TDTT Position: Q3 2025 in Review

Freedom Investment Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2025, closing a stake of 27,976 shares — an estimated $678K sold.

Freedom Investment Management first reported a position in TDTT in Q4 2023 and held it in 7 quarters. The position peaked at $678K in Q2 2025. 112 funds tracked by Wall St. Rank hold TDTT as of Q3 2025.

Freedom Investment Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 27,976 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $678K.
Freedom Investment Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2023 and held it in 7 quarters.
Freedom Investment Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $678K in Q2 2025.
112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.