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

West Paces 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 		$32.3M Buy
1,332,587
+90,596
+7% +$2.19M 6.26% 5
2025
Q4 		$29.9M Buy
1,241,991
+40,899
+3% +$990K 5.78% 5
2025
Q3 		$29.2M Buy
1,201,092
+43,424
+4% +$1.05M 5.82% 5
2025
Q2 		$28.1M Buy
1,157,668
+4,499
+0.4% +$109K 5.97% 4
2025
Q1 		$28.1M Buy
1,153,169
+25,469
+2% +$610K 6.4% 4
2024
Q4 		$26.6M Buy
1,127,700
+9,216
+0.8% +$219K 6.49% 4
2024
Q3 		$26.9M Buy
1,118,484
+20,222
+2% +$481K 6.59% 5
2024
Q2 		$25.9M Sell
1,098,262
-7,649
-0.7% -$180K 6.76% 5
2024
Q1 		$26.3M Sell
1,105,911
-43,844
-4% -$1.04M 6.92% 4
2023
Q4 		$27.2M Sell
1,149,755
-95,131
-8% -$2.22M 7.63% 3
2023
Q3 		$28.9M Sell
1,244,886
-72,077
-5% -$1.68M 9.04% 3
2023
Q2 		$31M Buy
1,316,963
+26,034
+2% +$620K 9.13% 3
2023
Q1 		$31.2M Buy
1,290,929
+33,310
+3% +$791K 9.69% 3
2022
Q4 		$29.6M Sell
1,257,619
-163,752
-12% -$3.86M 9.41% 3
2022
Q3 		$33.2M Buy
1,421,371
+20,372
+1% +$500K 11.81% 1
2022
Q2 		$34.8M Sell
1,400,999
-57,305
-4% -$1.45M 11.83% 1
2022
Q1 		$37.8M Sell
1,458,304
-25,589
-2% -$668K 11.79% 1
2021
Q4 		$39M Buy
1,483,893
+165,738
+13% +$4.37M 12.18% 1
2021
Q3 		$34.7M Buy
1,318,155
+155,893
+13% +$4.12M 12.17% 1
2021
Q2 		$30.8M Buy
1,162,262
+287,640
+33% +$7.63M 11.32% 3
2021
Q1 		$23.1M Buy
874,622
+105,982
+14% +$2.79M 9.27% 3
2020
Q4 		$20.1M Buy
768,640
+19,771
+3% +$511K 8.93% 3
2020
Q3 		$19.4M Buy
748,869
+26,355
+4% +$677K 9.9% 2
2020
Q2 		$18.3M Buy
722,514
+11,259
+2% +$281K 9.88% 2
2020
Q1 		$17.5M Sell
711,255
-26,102
-4% -$644K 11.1% 1
2019
Q4 		$18.2M Buy
737,357
+43,133
+6% +$1.06M 9.91% 1
2019
Q3 		$17.1M Buy
694,224
+28,432
+4% +$700K 10.2% 1
2019
Q2 		$16.4M Buy
665,792
+10,810
+2% +$264K 10.26% 1
2019
Q1 		$15.9M Buy
654,982
+80,960
+14% +$1.95M 11.16% 1
2018
Q4 		$13.7M Sell
574,022
-136,392
-19% -$3.25M 10.55% 1
2018
Q3 		$17M Buy
710,414
+14,104
+2% +$339K 12.25% 1
2018
Q2 		$16.9M Buy
696,310
+33,918
+5% +$822K 12.65% 1
2018
Q1 		$16.2M Buy
662,392
+212,662
+47% +$5.17M 12.02% 1
2017
Q4 		$11M Sell
449,730
-162,481
-27% -$3.98M 8.11% 1
2017
Q3 		$15M Buy
612,211
+21,248
+4% +$522K 11.34% 1
2017
Q2 		$14.5M Buy
590,963
+7,978
+1% +$197K 11.52% 1
2017
Q1 		$14.5M Buy
582,985
+78,471
+16% +$1.95M 11.6% 1
2016
Q4 		$12.5M Buy
+504,514
New +$12.5M 11.63% 1

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
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
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

West Paces Advisors's TDTT Position: Q1 2026 in Review

West Paces Advisors increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 7.3% in Q1 2026, buying an estimated $2.19M and bringing the position to 1,332,587 shares worth $32.3M. The position accounts for 6.26% of the portfolio, ranked #5.

West Paces Advisors first reported a position in TDTT in Q4 2016 and has held it in 38 quarters since. The position peaked at $39M in Q4 2021. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

  • West Paces Advisors held 1,332,587 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $32.3M as of Q1 2026.
  • West Paces Advisors bought 90,596 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $2.19M.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 6.26% of West Paces Advisors's portfolio in Q1 2026, its #5 holding.
  • West Paces Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2016 and has held it in 38 quarters since.
  • West Paces Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $39M in Q4 2021.
  • 109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on West Paces Advisors's 13F filing for Q1 2026, filed 5 May 2026.