Holcombe Financial’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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 Q3	$431K	Buy	18,548 +208	+1%	+$4.9K	0.24%	37
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%	+$9.8K	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

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

Herold Advisors New York $512M AUM 21.14% 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

Holcombe Financial's TDTT Position: Q3 2026 in Review

Holcombe Financial increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 1.1% in Q3 2026, buying an estimated $4.9K and bringing the position to 18,548 shares worth $431K. The position accounts for 0.24% of the portfolio, ranked #37.

Holcombe Financial first reported a position in TDTT in Q4 2024 and has held it in 8 quarters since. The position peaked at $439K in Q2 2026. 59 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

Holcombe Financial held 18,548 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $431K as of Q3 2026.
Holcombe Financial bought 208 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $4.9K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.24% of Holcombe Financial's portfolio in Q3 2026, its #37 holding.
Holcombe Financial first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2024 and has held it in 8 quarters since.
Holcombe Financial's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $439K in Q2 2026.
59 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.