Lynx Investment Advisory’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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 Q2	$1.66M	Sell	69,588 -17,611	-20%	-$426K	0.55%	49
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 $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

Lynx Investment Advisory's TDTT Position: Q2 2026 in Review

Lynx Investment Advisory reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 20% in Q2 2026, selling an estimated $426K and leaving 69,588 shares worth $1.66M. The position accounts for 0.55% of the portfolio, ranked #49.

Lynx Investment Advisory first reported a position in TDTT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.11M in Q1 2026. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Lynx Investment Advisory held 69,588 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $1.66M as of Q2 2026.
Lynx Investment Advisory sold 17,611 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $426K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.55% of Lynx Investment Advisory's portfolio in Q2 2026, its #49 holding.
Lynx Investment Advisory first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $2.11M in Q1 2026.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.