Global Retirement Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Global Retirement Partners’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	$6.67K	Buy	+277	New	+$6.7K	﹤0.01%	3329
2021 Q2	–	Sell	-237	Closed	-$6K	–	1938
2021 Q1	$6K	Hold	237	–	–	﹤0.01%	1447
2020 Q4	$6K	Buy	237 +1	+0.4%	+$26	﹤0.01%	1417
2020 Q3	$6K	Hold	236	–	–	﹤0.01%	1289
2020 Q2	$6K	Buy	236 +2	+0.9%	+$50	﹤0.01%	1263
2020 Q1	$6K	Hold	234	–	–	﹤0.01%	1188
2019 Q4	$6K	Buy	234 +1	+0.4%	+$25	﹤0.01%	1303
2019 Q3	$6K	Buy	+233	New	+$5.73K	﹤0.01%	1269

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

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

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

Global Retirement Partners's TDTT Position: Q4 2025 in Review

Global Retirement Partners opened a new position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2025: 277 shares worth $6.67K. The stake represents ﹤0.01% of the portfolio and ranks #3329 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TDTT as recently as Q1 2021.

Global Retirement Partners first reported a position in TDTT in Q3 2019 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold TDTT as of Q4 2025.

Global Retirement Partners held 277 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $6.67K as of Q4 2025.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund was a new Global Retirement Partners position in Q4 2025.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3329 holding.
Global Retirement Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2019 and has held it in 8 quarters since.
111 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.