Steward Partners Investment Advisory’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Steward Partners Investment Advisory’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 Q1	$81.4K	Hold	3,358	–	–	﹤0.01%	2497
2025 Q4	$80.8K	Hold	3,358	–	–	﹤0.01%	2413
2025 Q3	$81.7K	Hold	3,358	–	–	﹤0.01%	2348
2025 Q2	$81.4K	Hold	3,358	–	–	﹤0.01%	2227
2025 Q1	$81.9K	Sell	3,358 -1,000	-23%	-$23.9K	﹤0.01%	2130
2024 Q4	$103K	Hold	4,358	–	–	﹤0.01%	1967
2024 Q3	$105K	Hold	4,358	–	–	﹤0.01%	1853
2024 Q2	$103K	Hold	4,358	–	–	﹤0.01%	1763
2024 Q1	$104K	Hold	4,358	–	–	﹤0.01%	1751
2023 Q4	$103K	Hold	4,358	–	–	﹤0.01%	1691
2023 Q3	$101K	Hold	4,358	–	–	﹤0.01%	1563
2023 Q2	$103K	Sell	4,358 -9	-0.2%	-$214	﹤0.01%	1575
2023 Q1	$106K	Hold	4,367	–	–	﹤0.01%	1566
2022 Q4	$103K	Sell	4,367 -1,000	-19%	-$23.6K	﹤0.01%	1534
2022 Q3	$125K	Hold	5,367	–	–	﹤0.01%	1406
2022 Q2	$133K	Hold	5,367	–	–	﹤0.01%	1374
2022 Q1	$139K	Hold	5,367	–	–	﹤0.01%	1458
2021 Q4	$141K	Hold	5,367	–	–	﹤0.01%	1450
2021 Q3	$141K	Hold	5,367	–	–	﹤0.01%	1421
2021 Q2	$142K	Buy	5,367 +2,336	+77%	+$61.9K	﹤0.01%	1827
2021 Q1	$79.9K	Buy	+3,031	New	+$79.7K	﹤0.01%	1734

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

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Steward Partners Investment Advisory's TDTT Position: Q1 2026 in Review

Steward Partners Investment Advisory held its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) position steady in Q1 2026 at 3,358 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Steward Partners Investment Advisory first reported a position in TDTT in Q1 2021 and has held it in 21 quarters since. The position peaked at $142K in Q2 2021. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

Steward Partners Investment Advisory held 3,358 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $81.4K as of Q1 2026.
Steward Partners Investment Advisory left its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund share count unchanged in Q1 2026.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2497 holding.
Steward Partners Investment Advisory first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2021 and has held it in 21 quarters since.
Steward Partners Investment Advisory's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $142K in Q2 2021.
109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.