AE Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 Q2	$67.2K	Buy	2,826 +874	+45%	+$21K	﹤0.01%	2021
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 $860B AUM 41.15% 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 $4.34B AUM 17.55% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AE Wealth Management's TDTF Position: Q2 2026 in Review

AE Wealth Management increased its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 45% in Q2 2026, buying an estimated $21K and bringing the position to 2,826 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

AE Wealth Management first reported a position in TDTF in Q3 2021 and has held it in 11 quarters since. The position peaked at $418K in Q4 2021. 87 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

AE Wealth Management held 2,826 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $67.2K as of Q2 2026.
AE Wealth Management bought 874 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $21K.
Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2021 holding.
AE Wealth Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q3 2021 and has held it in 11 quarters since.
AE Wealth Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $418K in Q4 2021.
87 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.