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

Archvest Wealth Advisors’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	$38.9M	Sell	1,615,297 -24,301	-1%	-$586K	25.13%	1
2025 Q4	$39.3M	Buy	+1,639,598	New	+$39.6M	25.07%	1
2024 Q3	–	Sell	-10,304	Closed	-$239K	–	78
2024 Q2	$239K	Sell	10,304 -23,313	-69%	-$543K	0.16%	55
2024 Q1	$786K	Sell	33,617 -7,206	-18%	-$170K	0.56%	29
2023 Q4	$965K	Sell	40,823 -161,253	-80%	-$3.72M	0.73%	19
2023 Q3	$4.64M	Sell	202,076 -77,292	-28%	-$1.81M	3.77%	7
2023 Q2	$6.62M	Sell	279,368 -16,597	-6%	-$400K	5.43%	5
2023 Q1	$7.25M	Buy	295,965 +962	+0.3%	+$23.1K	6.42%	5
2022 Q4	$6.97M	Sell	295,003 -5,844	-2%	-$139K	6.89%	5
2022 Q3	$7.04M	Buy	+300,847	New	+$7.55M	7.22%	5
2022 Q2	–	Sell	-277,670	Closed	-$7.53M	–	39
2022 Q1	$7.53M	Buy	277,670 +20,359	+8%	+$559K	6.79%	5
2021 Q4	$7.21M	Buy	+257,311	New	+$7.21M	6.25%	5

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Archvest Wealth Advisors's TDTF Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 1.5% in Q1 2026, selling an estimated $586K and leaving 1,615,297 shares worth $38.9M. The position accounts for 25.13% of the portfolio, ranked #1.

Archvest Wealth Advisors first reported a position in TDTF in Q4 2021 and has held it in 12 quarters since. The position peaked at $39.3M in Q4 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

Archvest Wealth Advisors held 1,615,297 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $38.9M as of Q1 2026.
Archvest Wealth Advisors sold 24,301 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $586K.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 25.13% of Archvest Wealth Advisors's portfolio in Q1 2026, its #1 holding.
Archvest Wealth Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2021 and has held it in 12 quarters since.
Archvest Wealth Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $39.3M in Q4 2025.
82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.