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Wealthspire Advisors (New York)’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q3 		– Sell
-12,634
Closed -$306K – 3070
2025
Q2 		$306K Buy
+12,634
New +$305K ﹤0.01% 659

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WPA
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wealthspire Advisors (New York)'s TDTT Position: Q3 2025 in Review

Wealthspire Advisors (New York) sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2025, closing a stake of 12,634 shares — an estimated $306K sold.

Wealthspire Advisors (New York) first reported a position in TDTT in Q2 2025 and held it in 1 quarter. The position peaked at $306K in Q2 2025. 112 funds tracked by Wall St. Rank hold TDTT as of Q3 2025.

  • Wealthspire Advisors (New York) reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 12,634 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $306K.
  • Wealthspire Advisors (New York) first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $306K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.