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MassMutual Private Wealth & Trust’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-2,977
Closed -$70.2K – 2487
2024
Q4 		$70.2K Hold
2,977
– – ﹤0.01% 655
2024
Q3 		$71.6K Buy
+2,977
New +$70.8K ﹤0.01% 589
2017
Q3 		– Sell
-402
Closed -$9.87K – 1092
2017
Q2 		$9.87K Buy
+402
New +$9.93K ﹤0.01% 736

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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's TDTT Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2025, closing a stake of 2,977 shares — an estimated $70.2K sold.

MassMutual Private Wealth & Trust first reported a position in TDTT in Q2 2017 and held it in 3 quarters. The position peaked at $71.6K in Q3 2024. 102 funds tracked by Wall St. Rank hold TDTT as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,977 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2025, an estimated $70.2K.
  • MassMutual Private Wealth & Trust first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2017 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $71.6K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.