AE Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

AE Wealth Management’s Portfolio TDTF Stock Details TDTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47.1K	Sell	1,952 -958	-33%	-$23.1K	﹤0.01%	1971
2025 Q4	$69.7K	Buy	2,910 +1,012	+53%	+$24.5K	﹤0.01%	1783
2025 Q3	$46.1K	Sell	1,898 -12	-0.6%	-$290	﹤0.01%	1731
2025 Q2	$46K	Sell	1,910 -12	-0.6%	-$286	﹤0.01%	1620
2025 Q1	$46.6K	Sell	1,922 -461	-19%	-$10.9K	﹤0.01%	1599
2024 Q4	$55.4K	Buy	+2,383	New	+$56.2K	﹤0.01%	1542
2022 Q3	–	Sell	-9,172	Closed	-$231K	–	1872
2022 Q2	$231K	Buy	9,172 +1,086	+13%	+$28.3K	﹤0.01%	1541
2022 Q1	$219K	Sell	8,086 -6,822	-46%	-$187K	﹤0.01%	1554
2021 Q4	$418K	Buy	14,908 +6,704	+82%	+$188K	﹤0.01%	1330
2021 Q3	$229K	Buy	+8,204	New	+$231K	﹤0.01%	1479

Other funds holding TDTF

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AE Wealth Management's TDTF Position: Q1 2026 in Review

AE Wealth Management reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 33% in Q1 2026, selling an estimated $23.1K and leaving 1,952 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

AE Wealth Management first reported a position in TDTF in Q3 2021 and has held it in 10 quarters since. The position peaked at $418K in Q4 2021. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

AE Wealth Management held 1,952 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $47.1K as of Q1 2026.
AE Wealth Management sold 958 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $23.1K.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1971 holding.
AE Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2021 and has held it in 10 quarters since.
AE Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $418K in Q4 2021.
82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.