Klingman & Associates’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Klingman & Associates's TDTT Position: Q1 2026 in Review

Klingman & Associates increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 1.2% in Q1 2026, buying an estimated $75.2K and bringing the position to 266,019 shares worth $6.45M. The position accounts for 0.31% of the portfolio, ranked #44.

Klingman & Associates first reported a position in TDTT in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.5M in Q1 2023. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

Klingman & Associates held 266,019 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $6.45M as of Q1 2026.
Klingman & Associates bought 3,112 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $75.2K.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.31% of Klingman & Associates's portfolio in Q1 2026, its #44 holding.
Klingman & Associates first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2022 and has held it in 14 quarters since.
Klingman & Associates's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $24.5M in Q1 2023.
109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.