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TRB Wealth Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

TRB Wealth 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 		$1.09M Buy
45,525
+6,391
+16% +$155K 0.14% 86
2026
Q1 		$949K Buy
+39,134
New +$946K 0.13% 97

Other funds holding TDTT

Northern Trust
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

TRB Wealth Management's TDTT Position: Q2 2026 in Review

TRB Wealth Management increased its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 16% in Q2 2026, buying an estimated $155K and bringing the position to 45,525 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #86.

TRB Wealth Management first reported a position in TDTT in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • TRB Wealth Management held 45,525 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $1.09M as of Q2 2026.
  • TRB Wealth Management bought 6,391 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $155K.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.14% of TRB Wealth Management's portfolio in Q2 2026, its #86 holding.
  • TRB Wealth Management first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.