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

Key Financial Inc’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 		$11.5K Hold
481
– – ﹤0.01% 836
2026
Q1 		$11.7K Hold
481
– – ﹤0.01% 852
2025
Q4 		$11.6K Hold
481
– – ﹤0.01% 851
2025
Q3 		$11.7K Hold
481
– – ﹤0.01% 847
2025
Q2 		$11.7K Hold
481
– – ﹤0.01% 814
2025
Q1 		$11.7K Hold
481
– – ﹤0.01% 784
2024
Q4 		$11.3K Hold
481
– – ﹤0.01% 793
2024
Q3 		$11.6K Hold
481
– – ﹤0.01% 754
2024
Q2 		$11.3K Hold
481
– – ﹤0.01% 743
2024
Q1 		$11.4K Hold
481
– – ﹤0.01% 721
2023
Q4 		$11.4K Sell
481
-549
-53% -$12.8K ﹤0.01% 706
2023
Q3 		$23.9K Hold
1,030
– – 0.01% 533
2023
Q2 		$24.2K Hold
1,030
– – 0.01% 538
2023
Q1 		$24.9K Hold
1,030
– – 0.01% 501
2022
Q4 		$24.1K Hold
1,030
– – 0.01% 463
2022
Q3 		$24K Buy
1,030
+687
+200% +$16.9K 0.01% 470
2022
Q2 		$9K Hold
343
– – ﹤0.01% 664
2022
Q1 		$9K Hold
343
– – ﹤0.01% 672
2021
Q4 		$9K Buy
+343
New +$9.04K ﹤0.01% 616

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 $596M AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Key Financial Inc's TDTT Position: Q2 2026 in Review

Key Financial Inc held its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) position steady in Q2 2026 at 481 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Key Financial Inc first reported a position in TDTT in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.9K in Q1 2023. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Key Financial Inc held 481 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $11.5K as of Q2 2026.
  • Key Financial Inc left its Northern Trust iBoxx 3-Year Target Duration TIPS ETF share count unchanged in Q2 2026.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #836 holding.
  • Key Financial Inc first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • Key Financial Inc's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $24.9K 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 Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.