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

Holcombe Financial’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	$439K	Buy	18,340 +866	+5%	+$20.9K	0.25%	39
2026 Q1	$424K	Buy	17,474 +390	+2%	+$9.43K	0.25%	38
2025 Q4	$411K	Buy	17,084 +406	+2%	+$9.83K	0.26%	36
2025 Q3	$406K	Buy	16,678 +1,281	+8%	+$31.1K	0.28%	30
2025 Q2	$373K	Buy	15,397 +2,123	+16%	+$51.2K	0.28%	28
2025 Q1	$324K	Buy	13,274 +161	+1%	+$3.86K	0.27%	29
2024 Q4	$309K	Buy	+13,113	New	+$312K	0.25%	25

Other funds holding TDTT

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

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Holcombe Financial's TDTT Position: Q2 2026 in Review

Holcombe Financial increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 5% in Q2 2026, buying an estimated $20.9K and bringing the position to 18,340 shares worth $439K. The position accounts for 0.25% of the portfolio, ranked #39.

Holcombe Financial first reported a position in TDTT in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Holcombe Financial held 18,340 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $439K as of Q2 2026.
Holcombe Financial bought 866 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $20.9K.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.25% of Holcombe Financial's portfolio in Q2 2026, its #39 holding.
Holcombe Financial first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.