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Greenleaf Trust’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Greenleaf Trust’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
-9,328
Closed -$226K – 838
2025
Q2 		$226K Sell
9,328
-823
-8% -$19.9K ﹤0.01% 732
2025
Q1 		$247K Sell
10,151
-7,995
-44% -$191K ﹤0.01% 709
2024
Q4 		$428K Sell
18,146
-3,211
-15% -$76.3K ﹤0.01% 547
2024
Q3 		$514K Sell
21,357
-2,294
-10% -$54.5K ﹤0.01% 504
2024
Q2 		$558K Sell
23,651
-1,914
-7% -$45K 0.01% 453
2024
Q1 		$607K Sell
25,565
-14,391
-36% -$340K 0.01% 420
2023
Q4 		$944K Buy
39,956
+26,673
+201% +$621K 0.01% 303
2023
Q3 		$308K Sell
13,283
-32,921
-71% -$769K ﹤0.01% 570
2023
Q2 		$1.09M Sell
46,204
-4,217
-8% -$101K 0.01% 258
2023
Q1 		$1.22M Sell
50,421
-13,101
-21% -$311K 0.01% 241
2022
Q4 		$1.49M Sell
63,522
-80,905
-56% -$1.91M 0.02% 194
2022
Q3 		$3.38M Buy
+144,427
New +$3.55M 0.05% 102

Other funds holding TDTT

Northern Trust
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VA
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Greenleaf Trust's TDTT Position: Q3 2025 in Review

Greenleaf Trust sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2025, closing a stake of 9,328 shares — an estimated $226K sold.

Greenleaf Trust first reported a position in TDTT in Q3 2022 and held it in 12 quarters. The position peaked at $3.38M in Q3 2022. 112 funds tracked by Wall St. Rank hold TDTT as of Q3 2025.

  • Greenleaf Trust reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2025 after selling out during the quarter.
  • Greenleaf Trust sold 9,328 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $226K.
  • Greenleaf Trust first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2022 and held it in 12 quarters.
  • Greenleaf Trust's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $3.38M in Q3 2022.
  • 112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on Greenleaf Trust's 13F filing for Q3 2025, filed 22 Oct 2025.