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MONECO Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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
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

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
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
VA
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

MONECO Advisors's TDTT Position: Q1 2026 in Review

MONECO Advisors increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 24% in Q1 2026, buying an estimated $159K and bringing the position to 33,647 shares worth $816K. The position accounts for 0.06% of the portfolio, ranked #235.

MONECO Advisors first reported a position in TDTT in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.58M in Q1 2022. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

  • MONECO Advisors held 33,647 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $816K as of Q1 2026.
  • MONECO Advisors bought 6,594 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $159K.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.06% of MONECO Advisors's portfolio in Q1 2026, its #235 holding.
  • MONECO Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2018 and has held it in 23 quarters since.
  • MONECO Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $2.58M in Q1 2022.
  • 109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.