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

Simon Quick 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 		$711K Buy
29,734
+51
+0.2% +$1.23K 0.03% 230
2026
Q1 		$720K Sell
29,683
-79
-0.3% -$1.91K 0.03% 210
2025
Q4 		$716K Buy
29,762
+79
+0.3% +$1.91K 0.03% 216
2025
Q3 		$722K Buy
+29,683
New +$721K 0.03% 226

Other funds holding TDTT

Northern Trust
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
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

Simon Quick Advisors's TDTT Position: Q2 2026 in Review

Simon Quick Advisors increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 0.17% in Q2 2026, buying an estimated $1.23K and bringing the position to 29,734 shares worth $711K. The position accounts for 0.03% of the portfolio, ranked #230.

Simon Quick Advisors first reported a position in TDTT in Q3 2025 and has held it in 4 quarters since. The position peaked at $722K in Q3 2025. 119 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Simon Quick Advisors held 29,734 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $711K as of Q2 2026.
  • Simon Quick Advisors bought 51 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $1.23K.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.03% of Simon Quick Advisors's portfolio in Q2 2026, its #230 holding.
  • Simon Quick Advisors first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • Simon Quick Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $722K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.