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

Caldwell Trust’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
2023
Q4 		– Sell
-800
Closed -$18.4K – 727
2023
Q3 		$18.4K Hold
800
– – ﹤0.01% 551
2023
Q2 		$18.9K Buy
+800
New +$19.3K ﹤0.01% 565

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Caldwell Trust's TDTF Position: Q4 2023 in Review

Caldwell Trust sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q4 2023, closing a stake of 800 shares — an estimated $18.4K sold.

Caldwell Trust first reported a position in TDTF in Q2 2023 and held it in 2 quarters. The position peaked at $18.9K in Q2 2023. 72 funds tracked by Wall St. Rank hold TDTF as of Q4 2023.

  • Caldwell Trust reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Caldwell Trust sold 800 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q4 2023, an estimated $18.4K.
  • Caldwell Trust first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2023 and held it in 2 quarters.
  • Caldwell Trust's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $18.9K in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q4 2023.

Based on Caldwell Trust's 13F filing for Q4 2023, filed 1 Oct 2025.