GeoWealth Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

GeoWealth 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
2026 Q2	$134K	Buy	5,597 +22	+0.4%	+$532	﹤0.01%	818
2026 Q1	$135K	Buy	5,575 +312	+6%	+$7.54K	﹤0.01%	772
2025 Q4	$127K	Buy	5,263 +85	+2%	+$2.06K	﹤0.01%	707
2025 Q3	$126K	Buy	+5,178	New	+$126K	﹤0.01%	717

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

GeoWealth Management's TDTT Position: Q2 2026 in Review

GeoWealth Management increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 0.39% in Q2 2026, buying an estimated $532 and bringing the position to 5,597 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

GeoWealth Management first reported a position in TDTT in Q3 2025 and has held it in 4 quarters since. The position peaked at $135K in Q1 2026. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

GeoWealth Management held 5,597 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $134K as of Q2 2026.
GeoWealth Management bought 22 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $532.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #818 holding.
GeoWealth Management first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2025 and has held it in 4 quarters since.
GeoWealth Management's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $135K in Q1 2026.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.