KA
TDTT icon

Klingman & Associates’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Klingman & Associates’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 		$6.32M Sell
264,386
-1,633
-0.6% -$39.5K 0.27% 45
2026
Q1 		$6.45M Buy
266,019
+3,112
+1% +$75.2K 0.31% 44
2025
Q4 		$6.33M Sell
262,907
-10,119
-4% -$245K 0.31% 45
2025
Q3 		$6.64M Sell
273,026
-11,289
-4% -$274K 0.34% 44
2025
Q2 		$6.89M Sell
284,315
-20,014
-7% -$483K 0.38% 40
2025
Q1 		$7.42M Sell
304,329
-1,681
-0.5% -$40.3K 0.45% 36
2024
Q4 		$7.22M Sell
306,010
-7,509
-2% -$179K 0.44% 36
2024
Q3 		$7.54M Sell
313,519
-28,616
-8% -$680K 0.47% 36
2024
Q2 		$8.07M Sell
342,135
-120,735
-26% -$2.84M 0.55% 35
2024
Q1 		$11M Sell
462,870
-155,812
-25% -$3.68M 0.76% 33
2023
Q4 		$14.6M Sell
618,682
-341,950
-36% -$7.96M 1.07% 27
2023
Q3 		$22.3M Sell
960,632
-64,987
-6% -$1.52M 1.8% 20
2023
Q2 		$24.1M Buy
1,025,619
+10,830
+1% +$258K 1.95% 17
2023
Q1 		$24.5M Buy
1,014,789
+9,011
+0.9% +$214K 2.11% 14
2022
Q4 		$23.7M Buy
+1,005,778
New +$23.7M 2.07% 15

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

Klingman & Associates's TDTT Position: Q2 2026 in Review

Klingman & Associates reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 0.61% in Q2 2026, selling an estimated $39.5K and leaving 264,386 shares worth $6.32M. The position accounts for 0.27% of the portfolio, ranked #45.

Klingman & Associates first reported a position in TDTT in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.5M in Q1 2023. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Klingman & Associates held 264,386 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $6.32M as of Q2 2026.
  • Klingman & Associates sold 1,633 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $39.5K.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.27% of Klingman & Associates's portfolio in Q2 2026, its #45 holding.
  • Klingman & Associates first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2022 and has held it in 15 quarters since.
  • Klingman & Associates's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $24.5M 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 Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.