Optimum Investment Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Optimum Investment 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
2025 Q2	–	Sell	-393	Closed	-$9.58K	–	637
2025 Q1	$9.58K	Hold	393	–	–	﹤0.01%	520
2024 Q4	$9.27K	Hold	393	–	–	﹤0.01%	520
2024 Q3	$9.45K	Hold	393	–	–	﹤0.01%	531
2024 Q2	$9.27K	Hold	393	–	–	﹤0.01%	529
2024 Q1	$9.33K	Hold	393	–	–	﹤0.01%	528
2023 Q4	$9.28K	Hold	393	–	–	﹤0.01%	517
2023 Q3	$9.11K	Hold	393	–	–	﹤0.01%	553
2023 Q2	$9.25K	Hold	393	–	–	﹤0.01%	559
2023 Q1	$9.5K	Hold	393	–	–	0.01%	571
2022 Q4	$9.24K	Hold	393	–	–	0.01%	575
2022 Q3	$9K	Hold	393	–	–	﹤0.01%	600
2022 Q2	$10K	Hold	393	–	–	0.01%	608
2022 Q1	$10K	Hold	393	–	–	﹤0.01%	650
2021 Q4	$10K	Hold	393	–	–	﹤0.01%	680
2021 Q3	$10K	Hold	393	–	–	﹤0.01%	687
2021 Q2	$10K	Hold	393	–	–	﹤0.01%	750
2021 Q1	$10K	Hold	393	–	–	﹤0.01%	769
2020 Q4	$10K	Hold	393	–	–	﹤0.01%	735
2020 Q3	$10K	Hold	393	–	–	﹤0.01%	701
2020 Q2	$10K	Hold	393	–	–	﹤0.01%	703
2020 Q1	$10K	Hold	393	–	–	﹤0.01%	683
2019 Q4	$10K	Hold	393	–	–	﹤0.01%	775
2019 Q3	$10K	Hold	393	–	–	﹤0.01%	803
2019 Q2	$10K	Hold	393	–	–	﹤0.01%	786
2019 Q1	$10K	Buy	+393	New	+$9.45K	﹤0.01%	813

Other funds holding TDTT

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Optimum Investment Advisors's TDTT Position: Q2 2025 in Review

Optimum Investment Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2025, closing a stake of 393 shares — an estimated $9.58K sold.

Optimum Investment Advisors first reported a position in TDTT in Q1 2019 and held it in 25 quarters. The position peaked at $10K in Q2 2022. 102 funds tracked by Wall St. Rank hold TDTT as of Q2 2025.

Optimum Investment Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2025 after selling out during the quarter.
Optimum Investment Advisors sold 393 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2025, an estimated $9.58K.
Optimum Investment Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2019 and held it in 25 quarters.
Optimum Investment Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $10K in Q2 2022.
102 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.