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

IFG Advisory’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	$2.07M	Buy	+86,553	New	+$2.09M	0.07%	284
2026 Q1	–	Sell	-88,432	Closed	-$2.13M	–	819
2025 Q4	$2.13M	Buy	88,432 +523	+0.6%	+$12.7K	0.09%	235
2025 Q3	$2.14M	Sell	87,909 -198	-0.2%	-$4.81K	0.1%	225
2025 Q2	$2.14M	Sell	88,107 -2,091	-2%	-$50.4K	0.11%	211
2025 Q1	$2.2M	Buy	90,198 +172	+0.2%	+$4.12K	0.12%	204
2024 Q4	$2.12M	Sell	90,026 -113,693	-56%	-$2.7M	0.12%	198
2024 Q3	$4.9M	Sell	203,719 -6,232	-3%	-$148K	0.31%	89
2024 Q2	$4.95M	Sell	209,951 -7,178	-3%	-$169K	0.32%	80
2024 Q1	$5.16M	Sell	217,129 -386	-0.2%	-$9.12K	0.38%	71
2023 Q4	$5.14M	Sell	217,515 -14,774	-6%	-$344K	0.38%	66
2023 Q3	$5.39M	Buy	232,289 +1,220	+0.5%	+$28.5K	0.45%	49
2023 Q2	$5.44M	Sell	231,069 -16,584	-7%	-$395K	0.48%	49
2023 Q1	$5.99M	Buy	247,653 +13,265	+6%	+$315K	0.56%	39
2022 Q4	$5.51M	Buy	234,388 +25,127	+12%	+$593K	0.55%	38
2022 Q3	$4.89M	Buy	209,261 +12,534	+6%	+$308K	0.44%	47
2022 Q2	$4.88M	Buy	196,727 +19,862	+11%	+$504K	0.52%	42
2022 Q1	$4.58M	Buy	176,865 +25,965	+17%	+$677K	0.46%	48
2021 Q4	$3.97M	Buy	150,900 +18,165	+14%	+$479K	0.39%	54
2021 Q3	$3.49M	Buy	132,735 +16,123	+14%	+$426K	0.38%	55
2021 Q2	$3.09M	Buy	116,612 +10,594	+10%	+$281K	0.34%	61
2021 Q1	$2.79M	Buy	106,018 +17,444	+20%	+$458K	0.35%	70
2020 Q4	$2.31M	Buy	88,574 +7,291	+9%	+$188K	0.32%	73
2020 Q3	$2.1M	Buy	81,283 +9,571	+13%	+$246K	0.34%	66
2020 Q2	$1.81M	Buy	71,712 +12,546	+21%	+$314K	0.33%	73
2020 Q1	$1.45M	Buy	59,166 +25,901	+78%	+$639K	0.32%	79
2019 Q4	$821K	Buy	33,265 +6,768	+26%	+$166K	0.15%	165
2019 Q3	$651K	Buy	+26,497	New	+$652K	0.13%	191

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

IFG Advisory's TDTT Position: Q2 2026 in Review

IFG Advisory opened a new position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q2 2026: 86,553 shares worth $2.07M. The stake represents 0.07% of the portfolio and ranks #284 among its holdings. This is a return to the name: IFG Advisory previously reported a position in TDTT as recently as Q4 2025.

IFG Advisory first reported a position in TDTT in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.99M in Q1 2023. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

IFG Advisory held 86,553 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $2.07M as of Q2 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF was a new IFG Advisory position in Q2 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #284 holding.
IFG Advisory first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2019 and has held it in 27 quarters since.
IFG Advisory's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $5.99M in Q1 2023.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.