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Strategic Investment Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Strategic Investment Management’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 		$5.7M Hold
238,360
– – 1.96% 10
2026
Q1 		$5.78M Hold
238,360
– – 2.41% 9
2025
Q4 		$5.73M Hold
238,360
– – 2.91% 9
2025
Q3 		$5.8M Buy
+238,360
New +$5.79M 3.14% 9

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Strategic Investment Management's TDTT Position: Q2 2026 in Review

Strategic Investment Management held its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) position steady in Q2 2026 at 238,360 shares worth $5.7M. The position accounts for 1.96% of the portfolio, ranked #10.

Strategic Investment Management first reported a position in TDTT in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.8M in Q3 2025. 31 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • Strategic Investment Management held 238,360 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $5.7M as of Q2 2026.
  • Strategic Investment Management left its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund share count unchanged in Q2 2026.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 1.96% of Strategic Investment Management's portfolio in Q2 2026, its #10 holding.
  • Strategic Investment Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Strategic Investment Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $5.8M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on Strategic Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.