SVB Wealth’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

SVB Wealth’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	$239K	Buy	+10,000	New	+$242K	0.02%	357
2023 Q3	–	Sell	-12,544	Closed	-$295K	–	926
2023 Q2	$295K	Sell	12,544 -5,573	-31%	-$133K	0.01%	688
2023 Q1	$438K	Sell	18,117 -28,882	-61%	-$686K	0.01%	579
2022 Q4	$1.11M	Sell	46,999 -26,874	-36%	-$634K	0.01%	380
2022 Q3	$1.73M	Buy	73,873 +20,575	+39%	+$505K	0.03%	276
2022 Q2	$1.32M	Buy	53,298 +13,832	+35%	+$351K	0.02%	277
2022 Q1	$1.02M	Buy	39,466 +1,684	+4%	+$43.9K	0.01%	321
2021 Q4	$994K	Buy	+37,782	New	+$996K	0.02%	310

Other funds holding TDTT

BCM

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SVB Wealth's TDTT Position: Q2 2026 in Review

SVB Wealth opened a new position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2026: 10,000 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #357 among its holdings. This is a return to the name: SVB Wealth previously reported a position in TDTT as recently as Q2 2023.

SVB Wealth first reported a position in TDTT in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.73M in Q3 2022. 16 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

SVB Wealth held 10,000 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $239K as of Q2 2026.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund was a new SVB Wealth position in Q2 2026.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #357 holding.
SVB Wealth first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2021 and has held it in 8 quarters since.
SVB Wealth's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $1.73M in Q3 2022.
16 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.