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Atria Wealth Solutions’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-11,164
Closed -$271K – 1884
2025
Q1 		$271K Buy
+11,164
New +$264K ﹤0.01% 1536

Other funds holding TDTF

Northern Trust
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
WA
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's TDTF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q2 2025, closing a stake of 11,164 shares — an estimated $271K sold.

Atria Wealth Solutions first reported a position in TDTF in Q1 2025 and held it in 1 quarter. The position peaked at $271K in Q1 2025. 64 funds tracked by Wall St. Rank hold TDTF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,164 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2025, an estimated $271K.
  • Atria Wealth Solutions first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $271K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.