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Avantax Advisory Services’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Avantax Advisory Services’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 		$4.43M Sell
183,772
-2,878
-2% -$68.7K 0.02% 489
2025
Q1 		$4.53M Buy
+186,650
New +$4.42M 0.03% 442

Other funds holding TDTF

Northern Trust
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
WA
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's TDTF Position: Q2 2025 in Review

Avantax Advisory Services reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 1.5% in Q2 2025, selling an estimated $68.7K and leaving 183,772 shares worth $4.43M. The position accounts for 0.02% of the portfolio, ranked #489.

Avantax Advisory Services first reported a position in TDTF in Q1 2025 and has held it in 2 quarters since. The position peaked at $4.53M in Q1 2025. 64 funds tracked by Wall St. Rank hold TDTF as of Q2 2025.

  • Avantax Advisory Services held 183,772 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $4.43M as of Q2 2025.
  • Avantax Advisory Services sold 2,878 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2025, an estimated $68.7K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #489 holding.
  • Avantax Advisory Services first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2025 and has held it in 2 quarters since.
  • Avantax Advisory Services's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $4.53M in Q1 2025.
  • 64 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.