5th Street Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

5th Street 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	$13.1M	Buy	538,682 +29,946	+6%	+$724K	5.62%	4
2025 Q4	$12.2M	Buy	508,736 +19,561	+4%	+$473K	5.72%	4
2025 Q3	$11.9M	Buy	489,175 +9,581	+2%	+$233K	5.89%	5
2025 Q2	$11.6M	Sell	479,594 -8,108	-2%	-$196K	5.77%	6
2025 Q1	$11.9M	Buy	487,702 +53,897	+12%	+$1.29M	5.73%	6
2024 Q4	$10.2M	Buy	+433,805	New	+$10.3M	5.32%	7

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

WPA

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

5th Street Advisors's TDTT Position: Q1 2026 in Review

5th Street Advisors increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 5.9% in Q1 2026, buying an estimated $724K and bringing the position to 538,682 shares worth $13.1M. The position accounts for 5.62% of the portfolio, ranked #4.

5th Street Advisors first reported a position in TDTT in Q4 2024 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

5th Street Advisors held 538,682 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $13.1M as of Q1 2026.
5th Street Advisors bought 29,946 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $724K.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 5.62% of 5th Street Advisors's portfolio in Q1 2026, its #4 holding.
5th Street Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2024 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

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