Simon Quick Advisors
TDTT icon

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
Q3 		$640K Sell
27,545
-2,189
-7% -$51.5K 0.02% 260
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

West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Boltwood Capital Management
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Lynx Investment Advisory
Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Simon Quick Advisors's TDTT Position: Q3 2026 in Review

Simon Quick Advisors reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 7.4% in Q3 2026, selling an estimated $51.5K and leaving 27,545 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #260.

Simon Quick Advisors first reported a position in TDTT in Q3 2025 and has held it in 5 quarters since. The position peaked at $722K in Q3 2025. 32 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

  • Simon Quick Advisors held 27,545 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $640K as of Q3 2026.
  • Simon Quick Advisors sold 2,189 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $51.5K.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #260 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 5 quarters since.
  • Simon Quick Advisors's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $722K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.