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Freestone Capital Holdings’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Freestone Capital Holdings’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
-101,603
Closed -$2.47M – 600
2025
Q3 		$2.47M Buy
+101,603
New +$2.47M 0.08% 160

Other funds holding TDTT

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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

Freestone Capital Holdings's TDTT Position: Q4 2025 in Review

Freestone Capital Holdings sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2025, closing a stake of 101,603 shares — an estimated $2.47M sold.

Freestone Capital Holdings first reported a position in TDTT in Q3 2025 and held it in 1 quarter. The position peaked at $2.47M in Q3 2025. 111 funds tracked by Wall St. Rank hold TDTT as of Q4 2025.

  • Freestone Capital Holdings reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 101,603 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2025, an estimated $2.47M.
  • Freestone Capital Holdings first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2025 and held it in 1 quarter.
  • Freestone Capital Holdings's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $2.47M in Q3 2025.
  • 111 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on Freestone Capital Holdings's 13F filing for Q4 2025, filed 23 Jan 2026.