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

Bolthouse Investments’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
Q1 		– Sell
-50,424
Closed -$1.17M – 78
2024
Q4 		$1.17M Buy
+50,424
New +$1.19M 1.08% 22

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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
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bolthouse Investments's TDTF Position: Q1 2025 in Review

Bolthouse Investments sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2025, closing a stake of 50,424 shares — an estimated $1.17M sold.

Bolthouse Investments first reported a position in TDTF in Q4 2024 and held it in 1 quarter. The position peaked at $1.17M in Q4 2024. 67 funds tracked by Wall St. Rank hold TDTF as of Q1 2025.

  • Bolthouse Investments reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2025 after selling out during the quarter.
  • Bolthouse Investments sold 50,424 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2025, an estimated $1.17M.
  • Bolthouse Investments first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2024 and held it in 1 quarter.
  • Bolthouse Investments's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1.17M in Q4 2024.
  • 67 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2025.

Based on Bolthouse Investments's 13F filing for Q1 2025, filed 29 Apr 2025.