FLEXSHARES IBOXX 3-YEAR TARG TDTT
$23.67
0.0% 52w: $23.10 – $24.10
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data23.1023.6024.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
109
-2 QoQ
13F value
$2.46B
+1.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TDTT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | Index provider | 88.2M | $2.14B | 0.3% | -0.4% |
| Bell Investment Advisors, Inc | Wealth advisor | 2.0M | $48.5M | 7.6% | +2.4% |
| WEST PACES ADVISORS INC. | Wealth advisor | 1.3M | $32.3M | 6.3% | +7.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.3M | $32.1M | 0.0% | -3.1% |
| Boltwood Capital Management | Wealth advisor | 905.3K | $21.9M | 5.6% | +14.8% |
| MORGAN STANLEY | Bank broker | 901.1K | $21.8M | 0.0% | +2.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 628.7K | $15.2M | 0.0% | +26.1% |
| 5th Street Advisors, LLC | Wealth advisor | 538.7K | $13.1M | 5.7% | +5.9% |
| Valmark Advisers, Inc. | Wealth advisor | 479.4K | $11.6M | 0.1% | -0.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 463.4K | $11.2M | 0.0% | -10.6% |
| VeraBank, N.A. | Wealth advisor | 445.7K | $10.8M | 2.0% | +1.5% |
| HORIZON BANCORP INC /IN/ | Wealth advisor | 366.6K | $8.9M | 4.3% | +7.1% |
| Klingman & Associates, LLC | Wealth advisor | 266.0K | $6.4M | 0.3% | +1.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 254.1K | $6.2M | 0.0% | +46.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 239.2K | $5.8M | 0.0% | +14.4% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | Wealth advisor | 238.4K | $5.8M | 2.4% | Held |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 208.6K | $5.1M | 0.6% | +10.5% |
| Delos Wealth Advisors, LLC | Wealth advisor | 200.1K | $4.8M | 2.8% | +16.0% |
| LPL Financial LLC | Bank broker | 164.0K | $4.0M | 0.0% | +2.7% |
| Creative Planning | Wealth advisor | 123.5K | $3.0M | 0.0% | -2.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 117.9K | $2.9M | 0.0% | -13.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 104.9K | $2.5M | 0.0% | +11.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 98.5K | $2.4M | 0.0% | +496.3% |
| Lynx Investment Advisory | Wealth advisor | 87.2K | $2.1M | 1.0% | +153.6% |
| ROYAL BANK OF CANADA | Bank broker | 84.6K | $2.0M | 0.0% | +410.7% |
| Emerald Investment Advisers, LLC | Other | 74.6K | $1.8M | 0.2% | — |
| Cornerstone National Bank & Trust Co | Wealth advisor | 74.6K | $1.8M | 0.7% | -14.3% |
| VestGen Advisors, LLC | Wealth advisor | 70.0K | $1.7M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 69.0K | $1.7M | 0.0% | +63.2% |
| VestGen Investment Management | Wealth advisor | 67.8K | $1.6M | 0.9% | +7.4% |
| PARK NATIONAL CORP /OH/ | Other | 62.6K | $1.5M | 0.0% | -48.8% |
| Rossby Financial, LCC | Wealth advisor | 60.0K | $1.5M | 0.3% | -0.2% |
| FLOW TRADERS U.S. LLC | Market maker | 49.6K | $1.2M | 0.0% | New |
| TIEMANN INVESTMENT ADVISORS, LLC | Other | 47.8K | $1.2M | 0.5% | +2.1% |
| Dorsey & Whitney Trust CO LLC | Other | 41.7K | $1.0M | 0.1% | +13.6% |
| Focus Partners Wealth | Wealth advisor | 41.5K | $1.0M | 0.0% | -9.4% |
| TRB Wealth Management, LLC | Wealth advisor | 39.1K | $949K | 0.1% | — |
| Mutual Advisors, LLC | Wealth advisor | 38.3K | $928K | 0.0% | +3.0% |
| Tower Research Capital LLC (TRC) | Market maker | 35.3K | $855K | 0.0% | +81953.5% |
| MONECO ADVISORS, LLC | Wealth advisor | 33.6K | $816K | 0.1% | +24.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 31.9K | $774K | 0.0% | +2.1% |
| Atria Investments, Inc | Wealth advisor | 30.9K | $749K | 0.0% | +70.5% |
| First Heartland Consultants, Inc. | Wealth advisor | 29.9K | $726K | 0.1% | +74.2% |
| SIMON QUICK ADVISORS, LLC | Wealth advisor | 29.7K | $720K | 0.0% | -0.3% |
| CoreCap Advisors, LLC | Wealth advisor | 29.6K | $718K | 0.0% | +17.0% |
| Granite Harbor Advisors, Inc. | Wealth advisor | 29.6K | $717K | 0.3% | Held |
| FFT WEALTH MANAGEMENT LLC | Wealth advisor | 29.4K | $712K | 0.1% | +25.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.6K | $669K | 0.0% | New |
| Trace Wealth Advisors, LLC | Wealth advisor | 24.6K | $596K | 0.4% | +15.9% |
| HRT FINANCIAL LP | Diversified mechanical | 23.8K | $576K | 0.0% | +158.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.