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

Trace Wealth Advisors’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 		$596K Buy
24,607
+3,368
+16% +$81.4K 0.45% 34
2025
Q4 		$511K Sell
21,239
-1,800
-8% -$43.6K 0.37% 38
2025
Q3 		$561K Sell
23,039
-6,687
-22% -$162K 0.42% 32
2025
Q2 		$721K Hold
29,726
– – 0.59% 27
2025
Q1 		$725K Hold
29,726
– – 0.65% 26
2024
Q4 		$701K Buy
+29,726
New +$707K 0.63% 26

Other funds holding TDTT

Northern Trust
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Trace Wealth Advisors's TDTT Position: Q1 2026 in Review

Trace Wealth Advisors increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 16% in Q1 2026, buying an estimated $81.4K and bringing the position to 24,607 shares worth $596K. The position accounts for 0.45% of the portfolio, ranked #34.

Trace Wealth Advisors first reported a position in TDTT in Q4 2024 and has held it in 6 quarters since. The position peaked at $725K in Q1 2025. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

  • Trace Wealth Advisors held 24,607 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $596K as of Q1 2026.
  • Trace Wealth Advisors bought 3,368 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $81.4K.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.45% of Trace Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Trace Wealth Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2024 and has held it in 6 quarters since.
  • Trace Wealth Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $725K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.