Carolinas Wealth Consulting’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-113	Closed	-$2.74K	–	838
2025 Q1	$2.74K	Hold	113	–	–	﹤0.01%	726
2024 Q4	$2.63K	Hold	113	–	–	﹤0.01%	772
2024 Q3	$2.72K	Hold	113	–	–	﹤0.01%	766
2024 Q2	$2.65K	Sell	113 -11	-9%	-$256	﹤0.01%	748
2024 Q1	$2.93K	Buy	+124	New	+$2.92K	﹤0.01%	731

Other funds holding TDTF

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

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's TDTF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2025, closing a stake of 113 shares — an estimated $2.74K sold.

Carolinas Wealth Consulting first reported a position in TDTF in Q1 2024 and held it in 5 quarters. The position peaked at $2.93K in Q1 2024. 64 funds tracked by Wall St. Rank hold TDTF as of Q2 2025.

Carolinas Wealth Consulting reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 113 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2025, an estimated $2.74K.
Carolinas Wealth Consulting first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $2.93K in Q1 2024.
64 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.