SVB Wealth’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SVB Wealth's TDTT Position: Q2 2026 in Review

SVB Wealth opened a new position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

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

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