OP
TDTT icon

ORG Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

ORG Partners’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
-518
Closed -$12.5K – 1619
2025
Q1 		$12.5K Hold
518
– – ﹤0.01% 758
2024
Q4 		$12.2K Buy
+518
New +$12.3K ﹤0.01% 845

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 $596M AUM 22.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

ORG Partners's TDTT Position: Q2 2025 in Review

ORG Partners sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2025, closing a stake of 518 shares — an estimated $12.5K sold.

ORG Partners first reported a position in TDTT in Q4 2024 and held it in 2 quarters. The position peaked at $12.5K in Q1 2025. 102 funds tracked by Wall St. Rank hold TDTT as of Q2 2025.

  • ORG Partners reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2025 after selling out during the quarter.
  • ORG Partners sold 518 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2025, an estimated $12.5K.
  • ORG Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2024 and held it in 2 quarters.
  • ORG Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $12.5K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.