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

Cambridge Investment Research 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
Q2 		$1.82M Buy
76,602
+25,282
+49% +$608K ﹤0.01% 1765
2026
Q1 		$1.24M Buy
51,320
+10,887
+27% +$263K ﹤0.01% 1984
2025
Q4 		$969K Buy
40,433
+12,032
+42% +$291K ﹤0.01% 2120
2025
Q3 		$689K Buy
28,401
+1,121
+4% +$27.1K ﹤0.01% 2367
2025
Q2 		$657K Buy
27,280
+13,937
+104% +$333K ﹤0.01% 2293
2025
Q1 		$324K Sell
13,343
-1,799
-12% -$42.6K ﹤0.01% 2790
2024
Q4 		$352K Buy
+15,142
New +$357K ﹤0.01% 2716
2024
Q3 		– Sell
-8,807
Closed -$206K – 3521
2024
Q2 		$206K Sell
8,807
-735
-8% -$17.1K ﹤0.01% 3005
2024
Q1 		$226K Sell
9,542
-2,034
-18% -$47.9K ﹤0.01% 2932
2023
Q4 		$274K Sell
11,576
-4,432
-28% -$102K ﹤0.01% 2660
2023
Q3 		$367K Sell
16,008
-4,162
-21% -$97.2K ﹤0.01% 2342
2023
Q2 		$478K Sell
20,170
-807
-4% -$19.4K ﹤0.01% 2168
2023
Q1 		$514K Buy
20,977
+4,352
+26% +$104K ﹤0.01% 2060
2022
Q4 		$393K Buy
16,625
+841
+5% +$20K ﹤0.01% 2222
2022
Q3 		$369K Buy
15,784
+5,890
+60% +$148K ﹤0.01% 2200
2022
Q2 		$250K Sell
9,894
-17,014
-63% -$443K ﹤0.01% 2544
2022
Q1 		$729K Buy
26,908
+19,446
+261% +$534K ﹤0.01% 1811
2021
Q4 		$209K Buy
+7,462
New +$209K ﹤0.01% 2859

Other funds holding TDTF

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
AWA
Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $115M AUM
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cambridge Investment Research Advisors's TDTF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 49% in Q2 2026, buying an estimated $608K and bringing the position to 76,602 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Cambridge Investment Research Advisors first reported a position in TDTF in Q4 2021 and has held it in 18 quarters since. 22 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

  • Cambridge Investment Research Advisors held 76,602 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $1.82M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 25,282 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $608K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1765 holding.
  • Cambridge Investment Research Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2021 and has held it in 18 quarters since.
  • 22 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.