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

Herold Advisors’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 Q3	$5.96M	Buy	+256,544	New	+$6.04M	1.16%	19
2024 Q4	–	Sell	-42,721	Closed	-$1.03M	–	280
2024 Q3	$1.03M	Sell	42,721 -972	-2%	-$23.1K	0.22%	126
2024 Q2	$1.03M	Hold	43,693	–	–	0.24%	124
2024 Q1	$1.04M	Sell	43,693 -9,778	-18%	-$231K	0.25%	121
2023 Q4	$1.26M	Buy	53,471 +505	+1%	+$11.8K	0.35%	83
2023 Q3	$1.23M	Buy	52,966 +4,946	+10%	+$116K	0.37%	76
2023 Q2	$1.13M	Buy	48,020 +27,082	+129%	+$645K	0.35%	85
2023 Q1	$506K	Buy	20,938 +603	+3%	+$14.3K	0.17%	140
2022 Q4	$478K	Buy	20,335 +6,405	+46%	+$151K	0.2%	118
2022 Q3	$325K	Buy	13,930 +581	+4%	+$14.3K	0.16%	141
2022 Q2	$331K	Buy	13,349 +9,305	+230%	+$236K	0.15%	147
2022 Q1	$105K	Buy	+4,044	New	+$105K	0.04%	264

Other funds holding TDTT

Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Herold Advisors's TDTT Position: Q3 2026 in Review

Herold Advisors opened a new position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q3 2026: 256,544 shares worth $5.96M. The stake represents 1.16% of the portfolio and ranks #19 among its holdings. This is a return to the name: Herold Advisors previously reported a position in TDTT as recently as Q3 2024.

Herold Advisors first reported a position in TDTT in Q1 2022 and has held it in 12 quarters since. 59 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

Herold Advisors held 256,544 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $5.96M as of Q3 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF was a new Herold Advisors position in Q3 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 1.16% of Herold Advisors's portfolio in Q3 2026, its #19 holding.
Herold Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q1 2022 and has held it in 12 quarters since.
59 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.