GKWIM
TDTT icon

Gerber Kawasaki Wealth & Investment Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Gerber Kawasaki Wealth & 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
2026
Q2 		$203K Buy
8,473
+14
+0.2% +$339 0.01% 353
2026
Q1 		$205K Hold
8,459
– – 0.01% 331
2025
Q4 		$204K Sell
8,459
-103
-1% -$2.49K 0.01% 326
2025
Q3 		$208K Buy
8,562
+18
+0.2% +$437 0.01% 315
2025
Q2 		$207K Sell
8,544
-551
-6% -$13.3K 0.01% 298
2025
Q1 		$222K Buy
9,095
+4
+0% +$96 0.01% 277
2024
Q4 		$214K Sell
9,091
-3,686
-29% -$87.6K 0.01% 268
2024
Q3 		$307K Sell
12,777
-936
-7% -$22.2K 0.01% 229
2024
Q2 		$323K Sell
13,713
-671
-5% -$15.8K 0.02% 215
2024
Q1 		$342K Sell
14,384
-3,800
-21% -$89.8K 0.02% 209
2023
Q4 		$430K Sell
18,184
-3,591
-16% -$83.6K 0.03% 174
2023
Q3 		$505K Sell
21,775
-5,400
-20% -$126K 0.03% 156
2023
Q2 		$639K Sell
27,175
-1,300
-5% -$31K 0.04% 146
2023
Q1 		$688K Buy
28,475
+300
+1% +$7.12K 0.05% 147
2022
Q4 		$663K Sell
28,175
-2,000
-7% -$47.2K 0.06% 149
2022
Q3 		$705K Sell
30,175
-2,100
-7% -$51.5K 0.07% 133
2022
Q2 		$800K Buy
32,275
+8,500
+36% +$216K 0.08% 129
2022
Q1 		$616K Buy
+23,775
New +$620K 0.05% 145
2021
Q4 		– Sell
-3,448
Closed -$90K – 1006
2021
Q3 		$90K Buy
+3,448
New +$91.2K 0.01% 250

Other funds holding TDTT

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
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
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TDTT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 0.17% in Q2 2026, buying an estimated $339 and bringing the position to 8,473 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #353.

Gerber Kawasaki Wealth & Investment Management first reported a position in TDTT in Q3 2021 and has held it in 19 quarters since. The position peaked at $800K in Q2 2022. 71 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 8,473 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $203K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 14 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $339.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #353 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2021 and has held it in 19 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $800K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.