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

MONECO 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 Q3	$2.69M	Buy	115,946 +598	+0.5%	+$14.1K	0.16%	135
2026 Q2	$2.76M	Buy	115,348 +81,701	+243%	+$1.98M	0.17%	128
2026 Q1	$816K	Buy	33,647 +6,594	+24%	+$159K	0.06%	235
2025 Q4	$651K	Sell	27,053 -1,840	-6%	-$44.5K	0.05%	260
2025 Q3	$703K	Sell	28,893 -3,464	-11%	-$84.1K	0.06%	244
2025 Q2	$784K	Buy	32,357 +1,222	+4%	+$29.5K	0.07%	220
2025 Q1	$759K	Buy	31,135 +5	+0%	+$120	0.08%	213
2024 Q4	$734K	Sell	31,130 -1,210	-4%	-$28.8K	0.08%	213
2024 Q3	$778K	Sell	32,340 -10,439	-24%	-$248K	0.1%	187
2024 Q2	$1.01M	Sell	42,779 -2,420	-5%	-$56.9K	0.15%	144
2024 Q1	$1.07M	Sell	45,199 -11,099	-20%	-$262K	0.17%	141
2023 Q4	$1.33M	Sell	56,298 -6,475	-10%	-$151K	0.25%	102
2023 Q3	$1.46M	Sell	62,773 -2,235	-3%	-$52.2K	0.4%	63
2023 Q2	$1.53M	Sell	65,008 -2,298	-3%	-$54.8K	0.42%	56
2023 Q1	$1.63M	Sell	67,306 -8,044	-11%	-$191K	0.48%	48
2022 Q4	$1.77M	Sell	75,350 -22,241	-23%	-$525K	0.64%	31
2022 Q3	$2.28M	Sell	97,591 -13	-0%	-$319	0.91%	23
2022 Q2	$2.42M	Sell	97,604 -1,837	-2%	-$46.6K	0.94%	22
2022 Q1	$2.58M	Buy	99,441 +15,869	+19%	+$414K	0.95%	20
2021 Q4	$2.16M	Sell	83,572 -6,868	-8%	-$181K	0.81%	26
2021 Q3	$2.38M	Buy	90,440 +9,197	+11%	+$243K	0.94%	22
2021 Q2	$2.15M	Buy	81,243 +71,622	+744%	+$1.9M	0.99%	23
2021 Q1	$254K	Buy	+9,621	New	+$253K	0.12%	168
2019 Q4	–	Sell	-10,984	Closed	-$270K	–	158
2019 Q3	$270K	Buy	+10,984	New	+$270K	0.21%	101
2019 Q1	–	Sell	-8,592	Closed	-$205K	–	138
2018 Q4	$205K	Buy	+8,592	New	+$205K	0.24%	92

Other funds holding TDTT

Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return

VeraBank Henderson, Texas $607M AUM 18.2% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $215M AUM 7.16% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

MONECO Advisors's TDTT Position: Q3 2026 in Review

MONECO Advisors increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 0.52% in Q3 2026, buying an estimated $14.1K and bringing the position to 115,946 shares worth $2.69M. The position accounts for 0.16% of the portfolio, ranked #135.

MONECO Advisors first reported a position in TDTT in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.76M in Q2 2026. 106 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

MONECO Advisors held 115,946 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $2.69M as of Q3 2026.
MONECO Advisors bought 598 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $14.1K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.16% of MONECO Advisors's portfolio in Q3 2026, its #135 holding.
MONECO Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2018 and has held it in 25 quarters since.
MONECO Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $2.76M in Q2 2026.
106 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.