LVW Advisors’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

LVW 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
2026 Q2	$237K	Buy	+9,914	New	+$240K	0.02%	403

Other funds holding TDTT

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LVW Advisors's TDTT Position: Q2 2026 in Review

LVW Advisors opened a new position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q2 2026: 9,914 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings.

119 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

LVW Advisors held 9,914 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $237K as of Q2 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF was a new LVW Advisors position in Q2 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #403 holding.
119 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.