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

Parallel 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 Q1	–	Sell	-10,607	Closed	-$250K	–	3663
2024 Q4	$250K	Hold	10,607	–	–	0.01%	833
2024 Q3	$255K	Sell	10,607 -1	-0%	-$24	0.01%	825
2024 Q2	$250K	Hold	10,608	–	–	0.01%	775
2024 Q1	$252K	Hold	10,608	–	–	0.01%	776
2023 Q4	$251K	Buy	10,608 +1	+0%	+$23	0.01%	703
2023 Q3	$246K	Hold	10,607	–	–	0.01%	700
2023 Q2	$250K	Hold	10,607	–	–	0.01%	693
2023 Q1	$256K	Hold	10,607	–	–	0.01%	654
2022 Q4	$249K	Sell	10,607 -3	-0%	-$71	0.01%	612
2022 Q3	$248K	Buy	10,610 +760	+8%	+$18.7K	0.01%	598
2022 Q2	$244K	Hold	9,850	–	–	0.01%	601
2022 Q1	$256K	Hold	9,850	–	–	0.01%	639
2021 Q4	$259K	Hold	9,850	–	–	0.01%	643
2021 Q3	$259K	Hold	9,850	–	–	0.01%	622
2021 Q2	$261K	Buy	9,850 +9,690	+6,056%	+$257K	0.01%	580
2021 Q1	$4K	Buy	+160	New	+$4.21K	﹤0.01%	2285

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 $516M AUM 16.62% 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

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Parallel Advisors's TDTT Position: Q1 2025 in Review

Parallel Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2025, closing a stake of 10,607 shares — an estimated $250K sold.

Parallel Advisors first reported a position in TDTT in Q1 2021 and held it in 16 quarters. The position peaked at $261K in Q2 2021. 102 funds tracked by Wall St. Rank hold TDTT as of Q1 2025.

Parallel Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2025 after selling out during the quarter.
Parallel Advisors sold 10,607 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2025, an estimated $250K.
Parallel Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2021 and held it in 16 quarters.
Parallel Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $261K in Q2 2021.
102 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.