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

Mutual 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 Q2	$952K	Buy	39,814 +1,515	+4%	+$36.6K	0.02%	675
2026 Q1	$928K	Buy	38,299 +1,104	+3%	+$26.7K	0.02%	630
2025 Q4	$895K	Sell	37,195 -44	-0.1%	-$1.06K	0.02%	616
2025 Q3	$907K	Sell	37,239 -3,301	-8%	-$80.2K	0.02%	602
2025 Q2	$982K	Buy	40,540 +2,423	+6%	+$58.5K	0.02%	524
2025 Q1	$926K	Buy	+38,117	New	+$913K	0.03%	472

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

Mutual Advisors's TDTT Position: Q2 2026 in Review

Mutual Advisors increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 4% in Q2 2026, buying an estimated $36.6K and bringing the position to 39,814 shares worth $952K. The position accounts for 0.02% of the portfolio, ranked #675.

Mutual Advisors first reported a position in TDTT in Q1 2025 and has held it in 6 quarters since. The position peaked at $982K in Q2 2025. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Mutual Advisors held 39,814 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $952K as of Q2 2026.
Mutual Advisors bought 1,515 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $36.6K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #675 holding.
Mutual Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q1 2025 and has held it in 6 quarters since.
Mutual Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $982K in Q2 2025.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.