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Patriot Financial Group Insurance Agency’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$229K Sell
9,565
-1,721
-15% -$41.6K 0.02% 456
2026
Q1 		$274K Buy
+11,286
New +$273K 0.02% 590
2022
Q3 		– Sell
-653
Closed -$16K – 1798
2022
Q2 		$16K Buy
653
+95
+17% +$2.41K ﹤0.01% 1091
2022
Q1 		$14K Buy
558
+389
+230% +$10.1K ﹤0.01% 1238
2021
Q4 		$4K Buy
169
+2
+1% +$53 ﹤0.01% 1809
2021
Q3 		$4K Sell
167
-85
-34% -$2.25K ﹤0.01% 1796
2021
Q2 		$7K Buy
252
+31
+14% +$822 ﹤0.01% 1567
2021
Q1 		$6K Buy
+221
New +$5.81K ﹤0.01% 1515
2020
Q1 		– Sell
-2,655
Closed -$66K – 1733
2019
Q4 		$66K Buy
2,655
+470
+22% +$11.6K 0.02% 424
2019
Q3 		$54K Hold
2,185
– – 0.02% 437
2019
Q2 		$54K Hold
2,185
– – 0.02% 422
2019
Q1 		$53K Hold
2,185
– – 0.03% 374
2018
Q4 		$52K Hold
2,185
– – 0.03% 318
2018
Q3 		$52K Buy
2,185
+8
+0.4% +$193 0.03% 299
2018
Q2 		$53K Hold
2,177
– – 0.06% 180
2018
Q1 		$53K Hold
2,177
– – 0.04% 303
2017
Q4 		$53K Buy
+2,177
New +$53.3K 0.04% 291

Other funds holding TDTT

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
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
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TDTT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 15% in Q2 2026, selling an estimated $41.6K and leaving 9,565 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #456.

Patriot Financial Group Insurance Agency first reported a position in TDTT in Q4 2017 and has held it in 17 quarters since. The position peaked at $274K in Q1 2026. 68 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,565 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $229K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,721 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $41.6K.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #456 holding.
  • Patriot Financial Group Insurance Agency first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2017 and has held it in 17 quarters since.
  • Patriot Financial Group Insurance Agency's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $274K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.