Archvest Wealth Advisors’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 Q2	$40M	Buy	1,683,680 +68,383	+4%	+$1.65M	23.16%	1
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 $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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Archvest Wealth Advisors's TDTF Position: Q2 2026 in Review

Archvest Wealth Advisors increased its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 4.2% in Q2 2026, buying an estimated $1.65M and bringing the position to 1,683,680 shares worth $40M. The position accounts for 23.16% of the portfolio, ranked #1.

Archvest Wealth Advisors first reported a position in TDTF in Q4 2021 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

Archvest Wealth Advisors held 1,683,680 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $40M as of Q2 2026.
Archvest Wealth Advisors bought 68,383 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $1.65M.
Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up 23.16% of Archvest Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Archvest Wealth Advisors first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2021 and has held it in 13 quarters since.
87 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.