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 Q3	$232K	Hold	10,000	–	–	0.02%	338
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

Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SVB Wealth's TDTT Position: Q3 2026 in Review

SVB Wealth held its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) position steady in Q3 2026 at 10,000 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #338.

SVB Wealth first reported a position in TDTT in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2022. 59 funds tracked by Wall St. Rank hold TDTT as of Q3 2026.

SVB Wealth held 10,000 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $232K as of Q3 2026.
SVB Wealth left its Northern Trust iBoxx 3-Year Target Duration TIPS ETF share count unchanged in Q3 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.02% of SVB Wealth's portfolio in Q3 2026, its #338 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 9 quarters since.
SVB Wealth's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $1.73M in Q3 2022.
59 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q3 2026.

Based on SVB Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.