Klingman & Associates
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
Q3 		$6.01M Sell
258,952
-5,434
-2% -$128K 0.25% 45
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

Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Boltwood Capital Management
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
5th Street Advisors
5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return
VeraBank
VeraBank Henderson, Texas $607M AUM 18.2% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Horizon Bancorp
Horizon Bancorp Michigan City, Indiana $215M AUM 7.16% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Klingman & Associates's TDTT Position: Q3 2026 in Review

Klingman & Associates reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 2.1% in Q3 2026, selling an estimated $128K and leaving 258,952 shares worth $6.01M. The position accounts for 0.25% of the portfolio, ranked #45.

Klingman & Associates first reported a position in TDTT in Q4 2022 and has held it in 16 quarters since. The position peaked at $24.5M in Q1 2023. 106 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

  • Klingman & Associates held 258,952 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $6.01M as of Q3 2026.
  • Klingman & Associates sold 5,434 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $128K.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.25% of Klingman & Associates's portfolio in Q3 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 16 quarters since.
  • Klingman & Associates's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $24.5M in Q1 2023.
  • 106 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.