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Vertex Planning Partners’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Vertex Planning Partners’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 		– Sell
-10,528
Closed -$253K – 144
2025
Q4 		$253K Buy
+10,528
New +$255K 0.06% 116

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 $586M AUM 14.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 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
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Vertex Planning Partners's TDTT Position: Q1 2026 in Review

Vertex Planning Partners sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) in Q1 2026, closing a stake of 10,528 shares — an estimated $253K sold.

Vertex Planning Partners first reported a position in TDTT in Q4 2025 and held it in 1 quarter. The position peaked at $253K in Q4 2025. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

  • Vertex Planning Partners reported no remaining Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Vertex Planning Partners sold 10,528 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q1 2026, an estimated $253K.
  • Vertex Planning Partners first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Vertex Planning Partners's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $253K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.