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Independent Financial Group’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Independent Financial Group’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
2023
Q2 		– Sell
-32,000
Closed -$773K – 929
2023
Q1 		$773K Buy
32,000
+11,250
+54% +$267K 0.06% 346
2022
Q4 		$488K Buy
+20,750
New +$490K 0.04% 425

Other funds holding TDTT

Northern Trust
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 $586M AUM 14.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Financial Group's TDTT Position: Q2 2023 in Review

Independent Financial Group sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q2 2023, closing a stake of 32,000 shares — an estimated $773K sold.

Independent Financial Group first reported a position in TDTT in Q4 2022 and held it in 2 quarters. The position peaked at $773K in Q1 2023. 110 funds tracked by Wall St. Rank hold TDTT as of Q2 2023.

  • Independent Financial Group reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 32,000 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2023, an estimated $773K.
  • Independent Financial Group first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2022 and held it in 2 quarters.
  • Independent Financial Group's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $773K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.