AssetMark Inc
TDTF icon

AssetMark Inc’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

AssetMark Inc’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 		$3.81K Sell
158
-150
-49% -$3.62K ﹤0.01% 2667
2025
Q4 		$7.38K Sell
308
-19
-6% -$459 ﹤0.01% 2333
2025
Q3 		$7.94K Buy
+327
New +$7.91K ﹤0.01% 2194

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WA
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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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssetMark Inc's TDTF Position: Q1 2026 in Review

AssetMark Inc reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 49% in Q1 2026, selling an estimated $3.62K and leaving 158 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

AssetMark Inc first reported a position in TDTF in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.94K in Q3 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • AssetMark Inc held 158 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $3.81K as of Q1 2026.
  • AssetMark Inc sold 150 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $3.62K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2667 holding.
  • AssetMark Inc first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2025 and has held it in 3 quarters since.
  • AssetMark Inc's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $7.94K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.