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

Sequoia Financial 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	$210K	Sell	8,772 -409	-4%	-$9.89K	﹤0.01%	1952
2026 Q1	$223K	Hold	9,181	–	–	﹤0.01%	1736
2025 Q4	$221K	Buy	9,181 +309	+3%	+$7.48K	﹤0.01%	1750
2025 Q3	$216K	Buy	+8,872	New	+$215K	﹤0.01%	1597
2025 Q2	–	Sell	-10,100	Closed	-$246K	–	1637
2025 Q1	$246K	Buy	+10,100	New	+$242K	﹤0.01%	1165
2018 Q1	–	Sell	-9,630	Closed	-$234K	–	326
2017 Q4	$234K	Hold	9,630	–	–	0.02%	258
2017 Q3	$237K	Sell	9,630 -4,901	-34%	-$120K	0.03%	242
2017 Q2	$357K	Buy	+14,531	New	+$359K	0.04%	183
2016 Q3	–	Sell	-9,402	Closed	-$234K	–	276
2016 Q2	$234K	Sell	9,402 -14,382	-60%	-$356K	0.07%	204
2016 Q1	$589K	Sell	23,784 -887	-4%	-$21.7K	0.19%	91
2015 Q4	$597K	Sell	24,671 -6,505	-21%	-$158K	0.24%	82
2015 Q3	$760K	Buy	31,176 +168	+0.5%	+$4.1K	0.33%	65
2015 Q2	$762K	Sell	31,008 -39	-0.1%	-$957	0.32%	74
2015 Q1	$757K	Sell	31,047 -590	-2%	-$14.4K	0.35%	69
2014 Q4	$768K	Sell	31,637 -2,166	-6%	-$53.4K	0.52%	44
2014 Q3	$835K	Buy	33,803 +1,434	+4%	+$35.9K	0.58%	42
2014 Q2	$817K	Buy	32,369 +1,378	+4%	+$34.6K	0.62%	37
2014 Q1	$773K	Sell	30,991 -6,584	-18%	-$164K	0.64%	37
2013 Q4	$936K	Buy	+37,575	New	+$938K	0.77%	25

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

Sequoia Financial Advisors's TDTT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 4.5% in Q2 2026, selling an estimated $9.89K and leaving 8,772 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Sequoia Financial Advisors first reported a position in TDTT in Q4 2013 and has held it in 19 quarters since. The position peaked at $936K in Q4 2013. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Sequoia Financial Advisors held 8,772 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $210K as of Q2 2026.
Sequoia Financial Advisors sold 409 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $9.89K.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1952 holding.
Sequoia Financial Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2013 and has held it in 19 quarters since.
Sequoia Financial Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $936K in Q4 2013.
120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.