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

Bell Investment 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 		$872K Sell
36,160
-392
-1% -$9.46K 0.14% 62
2025
Q4 		$876K Buy
36,552
+522
+1% +$12.6K 0.14% 59
2025
Q3 		$874K Buy
36,030
+5,140
+17% +$124K 0.14% 56
2025
Q2 		$744K Buy
+30,890
New +$737K 0.13% 62
2024
Q4 		– Sell
-1,481
Closed -$35.7K – 1949
2024
Q3 		$35.7K Buy
1,481
+14
+1% +$333 0.01% 279
2024
Q2 		$34.3K Sell
1,467
-7,916
-84% -$185K 0.01% 274
2024
Q1 		$222K Sell
9,383
-5,859
-38% -$138K 0.04% 96
2023
Q4 		$360K Buy
15,242
+6,290
+70% +$145K 0.07% 74
2023
Q3 		$205K Sell
8,952
-9,785
-52% -$229K 0.05% 89
2023
Q2 		$444K Sell
18,737
-2,695
-13% -$64.9K 0.1% 58
2023
Q1 		$525K Buy
21,432
+2,565
+14% +$61.5K 0.12% 54
2022
Q4 		$446K Buy
+18,867
New +$448K 0.11% 56
2021
Q4 		$38K Buy
1,343
+15
+1% +$420 0.01% 191
2021
Q3 		$37K Buy
+1,328
New +$37.4K 0.01% 180

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
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

Bell Investment Advisors's TDTF Position: Q1 2026 in Review

Bell Investment Advisors reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 1.1% in Q1 2026, selling an estimated $9.46K and leaving 36,160 shares worth $872K. The position accounts for 0.14% of the portfolio, ranked #62.

Bell Investment Advisors first reported a position in TDTF in Q3 2021 and has held it in 14 quarters since. The position peaked at $876K in Q4 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Bell Investment Advisors held 36,160 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $872K as of Q1 2026.
  • Bell Investment Advisors sold 392 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $9.46K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.14% of Bell Investment Advisors's portfolio in Q1 2026, its #62 holding.
  • Bell Investment Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2021 and has held it in 14 quarters since.
  • Bell Investment Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $876K 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 Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.