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

WealthPlan Investment 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 		$225K Sell
9,401
-1,664
-15% -$40.2K 0.01% 441
2026
Q1 		$268K Buy
+11,065
New +$267K 0.01% 408

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
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

WealthPlan Investment Management's TDTT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) stake by 15% in Q2 2026, selling an estimated $40.2K and leaving 9,401 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #441.

WealthPlan Investment Management first reported a position in TDTT in Q1 2026 and has held it in 2 quarters since. The position peaked at $268K in Q1 2026. 120 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

  • WealthPlan Investment Management held 9,401 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $225K as of Q2 2026.
  • WealthPlan Investment Management sold 1,664 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $40.2K.
  • Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #441 holding.
  • WealthPlan Investment 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.
  • WealthPlan Investment Management's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $268K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.