Whittier Trust’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Whittier Trust’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	-19,974	Closed	-$484K	–	1598
2025 Q2	$484K	Buy	+19,974	New	+$482K	0.01%	495
2021 Q1	–	Sell	-3,660	Closed	-$95K	–	1540
2020 Q4	$95K	Buy	+3,660	New	+$94.6K	﹤0.01%	725
2018 Q2	–	Sell	-20,808	Closed	-$507K	–	1331
2018 Q1	$507K	Hold	20,808	–	–	0.02%	367
2017 Q4	$506K	Buy	+20,808	New	+$510K	0.02%	363
2015 Q2	–	Sell	-1,456	Closed	-$35K	–	1281
2015 Q1	$35K	Hold	1,456	–	–	﹤0.01%	785
2014 Q4	$35K	Hold	1,456	–	–	﹤0.01%	704
2014 Q3	$36K	Hold	1,456	–	–	﹤0.01%	700
2014 Q2	$37K	Hold	1,456	–	–	﹤0.01%	695
2014 Q1	$36K	Hold	1,456	–	–	﹤0.01%	705
2013 Q4	$36K	Hold	1,456	–	–	﹤0.01%	729
2013 Q3	$36K	Hold	1,456	–	–	﹤0.01%	725
2013 Q2	$36K	Buy	+1,456	New	+$36.8K	﹤0.01%	715

Other funds holding TDTT

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Whittier Trust's TDTT Position: Q3 2025 in Review

Whittier Trust sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2025, closing a stake of 19,974 shares — an estimated $484K sold.

Whittier Trust first reported a position in TDTT in Q2 2013 and held it in 12 quarters. The position peaked at $507K in Q1 2018. 112 funds tracked by Wall St. Rank hold TDTT as of Q3 2025.

Whittier Trust reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 19,974 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $484K.
Whittier Trust first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2013 and held it in 12 quarters.
Whittier Trust's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $507K in Q1 2018.
112 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.