Lynx Investment Advisory’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Lynx Investment Advisory’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	$2.11M	Buy	87,199 +52,817	+154%	+$1.28M	1.01%	28
2025 Q4	$827K	Sell	34,382 -2,940	-8%	-$71.2K	0.45%	52
2025 Q3	$908K	Buy	37,322 +4,190	+13%	+$102K	0.54%	48
2025 Q2	$803K	Buy	33,132 +320	+1%	+$7.72K	0.52%	52
2025 Q1	$800K	Buy	32,812 +3,736	+13%	+$89.5K	0.53%	46
2024 Q4	$686K	Sell	29,076 -7,651	-21%	-$182K	0.47%	51
2024 Q3	$883K	Buy	36,727 +5,402	+17%	+$128K	0.64%	38
2024 Q2	$739K	Buy	+31,325	New	+$737K	0.55%	40

Other funds holding TDTT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Envestnet Asset Management

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

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 $501B AUM 22.01% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return

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

MML Investors Services

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