Highline Wealth Partners’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Highline Wealth 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
2026 Q2	$393K	Sell	16,421 -4,228	-20%	-$102K	0.08%	81
2026 Q1	$501K	Buy	+20,649	New	+$499K	0.13%	57
2025 Q1	–	Sell	-11,411	Closed	-$269K	–	1050
2024 Q4	$269K	Hold	11,411	–	–	0.09%	87
2024 Q3	$274K	Sell	11,411 -1,798	-14%	-$42.7K	0.09%	90
2024 Q2	$312K	Sell	13,209 -2,302	-15%	-$54.2K	0.12%	87
2024 Q1	$368K	Sell	15,511 -1,583	-9%	-$37.4K	0.15%	83
2023 Q4	$404K	Sell	17,094 -8,189	-32%	-$191K	0.2%	81
2023 Q3	$586K	Sell	25,283 -132,073	-84%	-$3.08M	0.36%	61
2023 Q2	$3.7M	Sell	157,356 -10,264	-6%	-$245K	2.33%	9
2023 Q1	$4.05M	Buy	167,620 +6,868	+4%	+$163K	2.77%	9
2022 Q4	$3.78M	Sell	160,752 -158,118	-50%	-$3.73M	2.79%	8
2022 Q3	$7.46M	Buy	+318,870	New	+$7.83M	6.06%	3

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

Highline Wealth Partners's TDTT Position: Q2 2026 in Review

Highline Wealth Partners reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 20% in Q2 2026, selling an estimated $102K and leaving 16,421 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #81.

Highline Wealth Partners first reported a position in TDTT in Q3 2022 and has held it in 12 quarters since. The position peaked at $7.46M in Q3 2022. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Highline Wealth Partners held 16,421 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $393K as of Q2 2026.
Highline Wealth Partners sold 4,228 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $102K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.08% of Highline Wealth Partners's portfolio in Q2 2026, its #81 holding.
Highline Wealth Partners first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2022 and has held it in 12 quarters since.
Highline Wealth Partners's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $7.46M in Q3 2022.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.