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 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

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

Holcombe Financial's TDTT Position: Q2 2026 in Review

Holcombe Financial increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Holcombe Financial held 18,340 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $439K as of Q2 2026.
Holcombe Financial bought 866 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $20.9K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.25% of Holcombe Financial's portfolio in Q2 2026, its #39 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 7 quarters since.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

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