KA
TDTT icon

Kovack Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Kovack Advisors’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
2025
Q3 		– Sell
-11,000
Closed -$267K – 658
2025
Q2 		$267K Sell
11,000
-3,000
-21% -$72.4K 0.03% 498
2025
Q1 		$341K Sell
14,000
-1,000
-7% -$23.9K 0.04% 393
2024
Q4 		$354K Hold
15,000
– – 0.03% 400
2024
Q3 		$361K Sell
15,000
-2,000
-12% -$47.5K 0.04% 392
2024
Q2 		$401K Buy
+17,000
New +$400K 0.04% 353
2024
Q1 		– Sell
-22,000
Closed -$520K – 595
2023
Q4 		$520K Hold
22,000
– – 0.06% 291
2023
Q3 		$510K Hold
22,000
– – 0.07% 255
2023
Q2 		$518K Hold
22,000
– – 0.07% 287
2023
Q1 		$532K Sell
22,000
-3,500
-14% -$83.1K 0.07% 284
2022
Q4 		$600K Sell
25,500
-1,000
-4% -$23.6K 0.09% 243
2022
Q3 		$620K Buy
26,500
+2,000
+8% +$49.1K 0.09% 237
2022
Q2 		$608K Buy
24,500
+2,000
+9% +$50.7K 0.08% 268
2022
Q1 		$582K Sell
22,500
-3,000
-12% -$78.3K 0.06% 353
2021
Q4 		$671K Hold
25,500
– – 0.06% 316
2021
Q3 		$671K Hold
25,500
– – 0.07% 300
2021
Q2 		$675K Buy
25,500
+5,563
+28% +$147K 0.08% 280
2021
Q1 		$526K Hold
19,937
– – 0.07% 302
2020
Q4 		$520K Buy
19,937
+11,500
+136% +$297K 0.07% 272
2020
Q3 		$218K Buy
+8,437
New +$217K 0.04% 405

Other funds holding TDTT

Northern Trust
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kovack Advisors's TDTT Position: Q3 2025 in Review

Kovack Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2025, closing a stake of 11,000 shares — an estimated $267K sold.

Kovack Advisors first reported a position in TDTT in Q3 2020 and held it in 19 quarters. The position peaked at $675K in Q2 2021. 112 funds tracked by Wall St. Rank hold TDTT as of Q3 2025.

  • Kovack Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2025 after selling out during the quarter.
  • Kovack Advisors sold 11,000 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $267K.
  • Kovack Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2020 and held it in 19 quarters.
  • Kovack Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $675K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on Kovack Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.